Acorn Wealth 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
Acorn Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2018$35,000
-2.8%
1,1810.0%0.03%
-3.2%
Q1 2018$36,000
-2.7%
1,1810.0%0.03%
-8.8%
Q4 2017$37,0001,1810.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Strata Wealth Advisors, LLC 1,067,067$35,992,18114.17%
BEACON FINANCIAL PLANNING, INC 357,100$12,044,9859.43%
MFA WEALTH ADVISORS, LLC 917,861$30,959,4388.70%
Auto-Owners Insurance Co 8,353,000$281,709,5068.53%
Arlington Financial Advisors, LLC 806,574$27,205,7558.13%
Verde Capital Management 636,287$21,461,9758.11%
VISIONARY HORIZONS, LLC 291,821$9,843,1367.98%
Barry Investment Advisors, LLC 686,751$23,164,1317.84%
Red Tortoise LLC 388,159$13,092,6057.41%
Prairiewood Capital, LLC 403,230$13,600,9397.06%
View complete list of SCHWAB STRATEGIC TR shareholders