Red Door Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Red Door Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$65,000
+80.6%
1,190
+19.4%
0.02%
-3.8%
Q2 2020$36,000
+16.1%
997
+0.7%
0.03%
-10.3%
Q1 2020$31,000
-26.2%
990
-98.6%
0.03%
-21.6%
Q4 2019$42,00072,5300.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
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