Kozak & Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$27,000
-10.0%
547
+0.9%
0.02%
-5.3%
Q1 2022$30,0000.0%5420.0%0.02%0.0%
Q4 2021$30,000
-3.2%
542
+0.6%
0.02%
+5.6%
Q3 2021$31,0005390.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sound Stewardship, LLC 190,275$10,482,9587.04%
Guardian Financial Partners, LLC 83,811$4,617,4584.34%
Systelligence, LLC 185,782$10,235,3992.88%
Callan Capital, LLC 467,797$25,772,6082.76%
Opes Wealth Management LLC 164,745$9,076,4432.51%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 53,265$2,934,5361.48%
Yoder Wealth Management, Inc. 28,539$1,572,3161.30%
Leonard Rickey Investment Advisors P.L.L.C. 61,461$3,386,1071.11%
Kaizen Financial Strategies 20,003$1,102,0370.93%
ZRC WEALTH MANAGEMENT, LLC 19,142$1,054,6010.91%
View complete list of SCHWAB STRATEGIC TR shareholders