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 ↓
Kelman-Lazarov, Inc. 773,458$42,324,00014.77%
Glassman Wealth Services 1,288,371$70,500,00014.75%
Planned Solutions, Inc. 345,547$18,908,00013.08%
Arlington Financial Advisors, LLC 552,390$30,227,00011.48%
McAdam, LLC 1,689,513$93,092,00010.56%
Prairiewood Capital, LLC 180,720$9,889,0008.45%
Ashford Advisors, LLC 402,174$22,006,0008.36%
Charles Schwab Investment Advisory, Inc. 85,152,872$4,659,565,0007.98%
Consolidated Planning Corp 163,483$8,945,0006.62%
Resonant Capital Advisors, LLC 588,680$32,213,0006.23%
View complete list of SCHWAB STRATEGIC TR shareholders