Cresset Asset Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,453,014
-2.3%
25,961
+0.5%
0.01%
+200.0%
Q2 2023$1,486,932
+117.0%
25,828
+107.0%
0.00%
-85.7%
Q1 2023$685,291
+34.0%
12,4780.0%0.01%
+133.3%
Q4 2022$511,560
-14.2%
12,4780.0%0.01%
-25.0%
Q3 2022$596,000
-12.0%
12,478
-6.3%
0.01%0.0%
Q2 2022$677,000
+20.9%
13,314
+39.1%
0.01%
+33.3%
Q1 2022$560,000
-0.2%
9,5700.0%0.01%
+20.0%
Q4 2021$561,000
+5.8%
9,570
-2.5%
0.01%
-28.6%
Q3 2021$530,0009,8200.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 608,027$34,031,30826.66%
Northwest Bancshares, Inc. 1,989,850$111,371,90521.32%
RESTON WEALTH MANAGEMENT LLC 641,903$35,927,31218.14%
Glassman Wealth Services 1,444,951$80,873,92413.06%
Prairiewood Capital, LLC 344,532$19,283,48012.51%
Your Advocates Ltd., LLP 364,894$20,423,12212.19%
Charles Schwab Investment Advisory, Inc. 124,385,451$6,961,853,69710.99%
McAdam, LLC 2,333,308$130,595,27310.71%
ZRC WEALTH MANAGEMENT, LLC 219,768$12,300,39910.62%
Kelman-Lazarov, Inc. 794,187$44,450,65710.51%
View complete list of SCHWAB STRATEGIC TR shareholders