Kowal Investment Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$213,768
-4.1%
3,892
-6.7%
0.06%
-9.0%
Q4 2022$222,947
-3.5%
4,172
-13.9%
0.07%
-14.1%
Q3 2022$231,000
-6.1%
4,846
+0.4%
0.08%
-3.7%
Q2 2022$246,0004,8260.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 786,684$46,021,00015.31%
Planned Solutions, Inc. 351,376$20,556,00014.34%
Glassman Wealth Services 1,327,730$77,672,00014.16%
Northwest Bancshares, Inc. 1,253,979$73,358,00014.10%
Northland Capital Management LLC 213,616$12,497,00012.42%
Arlington Financial Advisors, LLC 528,512$30,918,00011.71%
McAdam, LLC 2,074,951$121,385,00011.48%
Prairiewood Capital, LLC 259,467$15,179,00010.62%
BMS Financial Advisors, LLC 262,420$15,352,0009.76%
Ashford Advisors, LLC 492,288$28,799,0009.46%
View complete list of SCHWAB STRATEGIC TR shareholders