WCG Wealth Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$550
+16.3%
15,702
+18.3%
0.04%
+2.5%
Q1 2024$473
+23.5%
13,276
+16.9%
0.04%
+42.9%
Q4 2023$383
+9.1%
11,356
+2.4%
0.03%
+7.7%
Q3 2023$35111,0850.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Strata Wealth Advisors, LLC 1,358,429$47,585,77216.39%
Capital Advantage, Inc. 1,344,773$47,927,7119.82%
Solitude Financial Services 551,859$19,331,6218.98%
BEACON FINANCIAL PLANNING, INC 360,890$12,641,9698.58%
Barry Investment Advisors, LLC 718,998$25,415,4778.56%
Auto-Owners Insurance Co 8,353,000$291,861,9007.71%
Verde Capital Management 684,330$23,972,0697.61%
VISIONARY HORIZONS, LLC 289,033$10,124,8407.41%
Red Tortoise LLC 391,907$13,728,5127.40%
MFA WEALTH ADVISORS, LLC 931,630$32,634,9857.13%
View complete list of SCHWAB STRATEGIC TR shareholders