55I, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
55I, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$1,658,000
-39.6%
32,570
-30.6%
0.05%
-29.2%
Q1 2022$2,746,000
-0.1%
46,933
+0.1%
0.06%
-7.1%
Q4 2021$2,749,000
+73.2%
46,908
+59.4%
0.07%
+48.9%
Q3 2021$1,587,00029,4230.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 773,458$42,324,00014.77%
Glassman Wealth Services 1,288,371$70,500,00014.75%
Planned Solutions, Inc. 345,547$18,908,00013.08%
Arlington Financial Advisors, LLC 552,390$30,227,00011.48%
McAdam, LLC 1,689,513$93,092,00010.56%
Prairiewood Capital, LLC 180,720$9,889,0008.45%
Ashford Advisors, LLC 402,174$22,006,0008.36%
Charles Schwab Investment Advisory, Inc. 85,152,872$4,659,565,0007.98%
Consolidated Planning Corp 163,483$8,945,0006.62%
Resonant Capital Advisors, LLC 588,680$32,213,0006.23%
View complete list of SCHWAB STRATEGIC TR shareholders