Continuum Advisory, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$312,676
-6.7%
11,680
-9.2%
0.05%
-12.3%
Q1 2023$335,154
+0.1%
12,866
-4.8%
0.06%
-5.0%
Q4 2022$334,798
+5.6%
13,511
-0.3%
0.06%
+7.1%
Q3 2022$317,000
-11.5%
13,545
-1.9%
0.06%
-13.8%
Q2 2022$358,00013,8090.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 605,467$14,192,0008.51%
Elgethun Capital Management 712,684$16,705,0006.68%
Charles Schwab Investment Advisory, Inc. 112,101,100$2,627,650,0004.81%
Kelman-Lazarov, Inc. 522,864$12,256,0004.17%
RHS Financial, LLC 170,623$3,999,0003.56%
FOSTER & MOTLEY INC 1,519,133$35,608,0003.38%
Northland Capital Management LLC 152,698$3,579,0003.36%
Prairiewood Capital, LLC 165,540$3,880,0003.20%
Morningstar Investment Management LLC 455,773$10,683,0003.09%
Seven Springs Wealth Group, LLC 231,500$5,426,0002.95%
View complete list of SCHWAB STRATEGIC TR shareholders