FLAGSHIP HARBOR ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$501,529
+26.0%
14,084
+19.3%
0.03%
+10.3%
Q4 2023$398,08011,8020.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
BRR OpCo, LLC 6,199,868$130,383,00024.95%
Opes Wealth Management LLC 796,185$16,744,00012.60%
Your Advocates Ltd., LLP 556,579$11,705,00010.11%
Charles Schwab Investment Advisory, Inc. 113,164,026$2,379,839,0006.75%
Arlington Financial Advisors, LLC 450,396$9,472,0006.74%
FOSTER & MOTLEY INC 1,299,134$27,321,0004.08%
RHS Financial, LLC 126,384$2,658,0003.56%
CABOT WEALTH MANAGEMENT INC 599,211$12,601,0003.01%
Brinker Capital Investments, LLC 3,111,801$65,441,0002.99%
Relaxing Retirement Coach 227,153$4,775,0002.94%
View complete list of SCHWAB STRATEGIC TR shareholders