Tempus Wealth Planning, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$267,549
-1.1%
10,204
+0.9%
0.13%
+9.8%
Q2 2023$270,591
+14.8%
10,108
+11.8%
0.12%
+6.1%
Q1 2023$235,6229,0450.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 567,704$14,788,6778.11%
Unison Advisors LLC 2,795,486$72,822,4008.09%
Charles Schwab Investment Advisory, Inc. 116,393,564$3,032,052,3384.83%
RHS Financial, LLC 221,709$5,775,5164.39%
Kelman-Lazarov, Inc. 498,394$12,983,1643.37%
Prairiewood Capital, LLC 188,465$4,909,5243.33%
Seven Springs Wealth Group, LLC 251,774$6,558,7003.24%
Waterford Advisors, LLC 221,152$5,7613.12%
FOSTER & MOTLEY INC 1,385,533$36,0932.94%
Sebold Capital Management, Inc. 141,025$3,673,7112.90%
View complete list of SCHWAB STRATEGIC TR shareholders