Lloyd Advisory Services, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Lloyd Advisory Services, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$4,219,000
-1.5%
72,127
-1.3%
1.97%
-0.5%
Q4 2021$4,285,000
+8.7%
73,107
+0.0%
1.98%
-2.6%
Q3 2021$3,943,000
+10.2%
73,093
+11.8%
2.03%
+12.2%
Q2 2021$3,578,00065,3931.81%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
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