Waterfront Wealth Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,369,010
-4.5%
77,296
+3.9%
0.78%
+5.2%
Q2 2023$2,481,615
-9.0%
74,389
-14.7%
0.74%
-17.3%
Q1 2023$2,726,803
-2.4%
87,202
-0.9%
0.89%
-7.2%
Q4 2022$2,795,171
+7.8%
88,037
-7.8%
0.96%
-2.6%
Q3 2022$2,592,000
-9.0%
95,508
-5.0%
0.99%
-14.3%
Q2 2022$2,847,000
-11.3%
100,578
-0.3%
1.15%
+1.2%
Q1 2022$3,210,000
-3.5%
100,872
-1.4%
1.14%
-13.7%
Q4 2021$3,325,000
-3.8%
102,276
-2.9%
1.32%
-21.2%
Q3 2021$3,458,000
-11.2%
105,319
-10.0%
1.67%
-9.2%
Q2 2021$3,894,000
-1.7%
117,013
-4.2%
1.84%
-7.6%
Q1 2021$3,962,000
-13.0%
122,200
-21.5%
1.99%
-38.3%
Q4 2020$4,556,000155,5883.23%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
BRR OpCo, LLC 3,145,890$79,119,0009.72%
Von Berge Wealth Management Group, LLC 283,870$7,259,0007.72%
Arlington Financial Advisors, LLC 538,057$13,532,0006.87%
RHS Financial, LLC 306,906$7,719,0006.86%
MFA WEALTH ADVISORS, LLC 729,624$18,350,0006.80%
Lee Financial Co 1,427,139$35,893,0006.71%
Opes Wealth Management LLC 636,060$15,997,0006.40%
Charles Schwab Investment Advisory, Inc. 129,381,902$3,253,955,0005.95%
Prairiewood Capital, LLC 285,024$7,168,0005.91%
STUDIO INVESTMENT MANAGEMENT LLC 606,263$15,247,514,0005.49%
View complete list of SCHWAB STRATEGIC TR shareholders