AlphaCore Capital LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AlphaCore Capital LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$122,500
+1448.5%
3,868
+1478.8%
0.02%
+1800.0%
Q2 2023$7,911
+27.1%
245
+23.1%
0.00%
-50.0%
Q1 2023$6,223
+7.6%
1990.0%0.00%0.0%
Q4 2022$5,785
+15.7%
1990.0%0.00%0.0%
Q3 2022$5,000
-70.6%
199
-66.2%
0.00%
-80.0%
Q4 2019$17,0005890.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 475,605$15,267,00011.28%
BRR OpCo, LLC 2,851,838$91,544,00010.97%
Treybourne Wealth Planners, Inc. 455,019$14,606,00010.12%
MFA WEALTH ADVISORS, LLC 599,732$19,257,0009.34%
Opes Wealth Management LLC 697,687$22,396,0008.74%
Prairiewood Capital, LLC 267,323$8,581,0007.87%
Arlington Financial Advisors, LLC 496,949$15,952,0006.47%
Charles Schwab Investment Advisory, Inc. 101,298,647$3,251,686,0006.12%
Callan Capital, LLC 1,040,649$33,405,0006.08%
PRW Wealth Management LLC 368,397$11,826,0005.80%
View complete list of SCHWAB STRATEGIC TR shareholders