Foresight Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 191 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2020$265,000
-29.3%
8,449
-3.9%
0.18%
-20.8%
Q4 2019$375,000
+12.3%
8,794
+4.1%
0.23%
-4.1%
Q3 2019$334,000
+4.0%
8,449
+2.8%
0.24%
-0.8%
Q2 2019$321,000
+2.9%
8,2200.0%0.24%
-10.3%
Q1 2019$312,0008,2200.27%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
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