LIBERTY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$1,204,236
+14953.0%
36,336
+17799.5%
0.25%
+8200.0%
Q3 2021$8,000
+33.3%
203
-14.0%
0.00%
-25.0%
Q2 2020$6,0002360.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Resource Planning Group 242,485$9,067,0006.08%
Prairiewood Capital, LLC 131,930$4,933,0003.90%
Charles Schwab Investment Advisory, Inc. 50,060,709$1,871,769,0002.94%
Wade Financial Advisory, Inc 141,652$5,296,0002.75%
Merriman Wealth Management, LLC 1,501,272$57,772,0002.28%
RHS Financial, LLC 76,323$2,854,0001.98%
Sterling Financial Planning, Inc. 82,344$3,079,0001.92%
SHAKESPEARE WEALTH MANAGEMENT, INC. 83,578$4,516,0001.61%
Shilanski & Associates, Inc. 98,142$3,670,0001.56%
Clarius Group, LLC 429,861$16,073,0001.27%
View complete list of SCHWAB STRATEGIC TR shareholders