Resonant Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Resonant Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,539,425
-6.8%
27,942
-4.1%
0.16%
-8.9%
Q2 2023$1,652,394
+8.6%
29,122
+3.5%
0.18%
+4.0%
Q1 2023$1,522,233
+3.7%
28,127
+0.8%
0.17%
-5.5%
Q4 2022$1,468,20327,9020.18%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 96,609$5,607,0005.35%
Opes Wealth Management LLC 131,899$7,655,0002.38%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 68,441$3,972,0001.90%
Leonard Rickey Investment Advisors P.L.L.C. 63,843$3,705,0001.36%
HHM Wealth Advisors, LLC 45,306$2,629,0000.63%
Red Tortoise LLC 15,179$881,0000.61%
Red Door Wealth Management, LLC 28,889$1,676,0000.55%
Callan Capital, LLC 55,900$3,244,0000.47%
Sage Financial Management Group, Inc. 11,340$658,0000.44%
MorganRosel Wealth Management, LLC 15,367$892,0000.43%
View complete list of SCHWAB STRATEGIC TR shareholders