Von Berge Wealth Management Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 305 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Von Berge Wealth Management Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$496,036
+10.2%
16,752
+3.3%
0.32%
+8.6%
Q1 2024$450,040
+4.6%
16,2120.0%0.29%
-12.1%
Q4 2023$430,09916,2120.33%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Lee Financial Co 1,113,155$35,899,0007.61%
Elgethun Capital Management 661,729$21,341,0007.34%
Charles Schwab Investment Advisory, Inc. 94,043,474$3,032,902,0005.20%
Your Advocates Ltd., LLP 213,239$6,877,0004.47%
Kelman-Lazarov, Inc. 396,543$12,789,0004.46%
Prairiewood Capital, LLC 131,892$4,254,0003.63%
Bogart Wealth, LLC 1,018,054$32,832,0003.59%
Charles Schwab Trust Co 558,398$18,008,0003.54%
RHS Financial, LLC 131,612$4,244,0003.17%
FOSTER & MOTLEY INC 1,109,558$35,783,0003.00%
View complete list of SCHWAB STRATEGIC TR shareholders