Meridian Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 159 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Meridian Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$208,0000.0%3,5500.0%0.05%
-5.9%
Q4 2021$208,000
+63.8%
3,550
-5.3%
0.05%
-48.0%
Q4 2018$127,0003,7500.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2018
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 893,757$40,478,00015.53%
Glassman Wealth Services 2,546,730$115,342,00013.31%
Planned Solutions, Inc. 341,452$15,464,00012.38%
Arlington Financial Advisors, LLC 589,028$26,677,00011.25%
McAdam, LLC 1,408,027$65,896,00010.09%
Charles Schwab Investment Advisory, Inc. 81,093,260$3,672,714,0007.61%
Prairiewood Capital, LLC 153,437$6,949,0007.10%
Resonant Capital Advisors, LLC 528,104$23,918,0005.66%
Opes Wealth Management LLC 251,364$11,384,0005.48%
Your Advocates Ltd., LLP 143,072$6,480,0004.77%
View complete list of SCHWAB STRATEGIC TR shareholders