LIBERTY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$6,087,334
+43381.0%
110,086
+42569.0%
1.26%
+25020.0%
Q3 2021$14,000
-12.5%
258
-40.3%
0.01%
-54.5%
Q2 2020$16,0004320.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 611,449$35,201,08226.64%
Northwest Bancshares, Inc. 2,058,979$118,535,42121.43%
RESTON WEALTH MANAGEMENT LLC 601,567$34,632,20916.48%
Glassman Wealth Services 1,431,996$82,440,03713.29%
Prairiewood Capital, LLC 304,663$17,539,47811.76%
Planned Solutions, Inc. 334,122$19,235,40611.37%
Your Advocates Ltd., LLP 374,229$21,544,33611.04%
Charles Schwab Investment Advisory, Inc. 122,628,440$7,059,719,31110.94%
Ashford Advisors, LLC 628,107$36,16110.86%
Kelman-Lazarov, Inc. 777,914$44,784,48710.77%
View complete list of SCHWAB STRATEGIC TR shareholders