Mosaic Family Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2018$66,0000.0%1,7560.0%0.03%
+8.0%
Q2 2018$66,000
+3.1%
1,7560.0%0.02%
+4.2%
Q1 2018$64,0001,7560.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2018
NameSharesValueWeighting ↓
Planned Solutions, Inc. 361,814$18,416,00017.21%
Northwest Bancshares, Inc. 1,314,059$66,886,00015.12%
Glassman Wealth Services 1,341,860$68,301,00014.06%
Kelman-Lazarov, Inc. 739,599$37,646,00012.72%
Arlington Financial Advisors, LLC 540,315$27,502,00012.36%
Ashford Advisors, LLC 675,389$34,377,00012.04%
Northland Capital Management LLC 232,770$11,848,00010.89%
McAdam, LLC 1,991,709$101,378,00010.72%
Prairiewood Capital, LLC 263,344$13,404,00010.63%
Charles Schwab Investment Advisory, Inc. 111,841,517$5,692,733,0009.90%
View complete list of SCHWAB STRATEGIC TR shareholders