Good Life Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 509 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Good Life Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$243,844
-27.4%
7,229
-31.8%
0.02%
-36.8%
Q3 2023$335,701
+56.7%
10,600
+59.8%
0.04%
+58.3%
Q2 2023$214,2446,6350.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
Strata Wealth Advisors, LLC 1,358,429$47,585,77216.39%
Capital Advantage, Inc. 1,344,773$47,927,7119.82%
Solitude Financial Services 551,859$19,331,6218.98%
BEACON FINANCIAL PLANNING, INC 360,890$12,641,9698.58%
Barry Investment Advisors, LLC 718,998$25,415,4778.56%
Auto-Owners Insurance Co 8,353,000$291,861,9007.71%
Verde Capital Management 684,330$23,972,0697.61%
VISIONARY HORIZONS, LLC 289,033$10,124,8407.41%
Red Tortoise LLC 391,907$13,728,5127.40%
MFA WEALTH ADVISORS, LLC 931,630$32,634,9857.13%
View complete list of SCHWAB STRATEGIC TR shareholders