LIBERTY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 194 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 1,229,971$36,776,0005.50%
Resource Planning Group 237,380$7,098,0005.39%
RHS Financial, LLC 150,843$4,510,0004.54%
Charles Schwab Investment Advisory, Inc. 40,499,027$1,210,921,0002.88%
Shakespeare Wealth Management, LLC 96,972$3,935,0002.07%
Relaxing Retirement Coach 152,548$4,558,0001.99%
Wade Financial Advisory, Inc 65,435$1,957,0001.54%
Clarius Group, LLC 394,613$11,799,0001.52%
JANICZEK WEALTH MANAGEMENT, LLC 82,827$2,477,0001.33%
Charles Schwab Trust Co 139,543$4,172,0001.28%
View complete list of SCHWAB STRATEGIC TR shareholders