SHELTON WEALTH MANAGEMENT, 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SHELTON WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$211,189
+2.8%
7,8890.0%0.16%
-1.8%
Q1 2023$205,508
-90.8%
7,889
-91.2%
0.17%
-90.5%
Q4 2022$2,226,03789,8321.76%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 912,412$24,982,0008.62%
Elgethun Capital Management 459,862$12,555,0006.68%
McAdam, LLC 521,935$14,291,0003.89%
RHS Financial, LLC 113,983$3,121,0003.68%
HHM Wealth Advisors, LLC 200,973$5,503,0003.13%
Lee Financial Co 428,512$11,733,0002.64%
FOSTER & MOTLEY INC 624,619$17,102,0002.33%
Relaxing Retirement Coach 273,299$7,483,0002.31%
Premia Global Advisors, LLC 44,659$1,223,0002.11%
Charles Schwab Investment Advisory, Inc. 43,740,859$1,197,624,0001.84%
View complete list of SCHWAB STRATEGIC TR shareholders