Red Tortoise LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Red Tortoise LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$188,792
+5.5%
3,893
+9.8%
0.13%
+12.5%
Q2 2023$178,944
+4.0%
3,547
+0.4%
0.11%
-3.4%
Q1 2023$171,983
+4.5%
3,534
+0.3%
0.12%
+1.8%
Q4 2022$164,605
+4.2%
3,523
-5.3%
0.11%
-7.3%
Q3 2021$158,0003,7220.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 309,478$16,545,00011.57%
First Pacific Financial 394,415$21,085,00010.84%
Riverpoint Wealth Management Holdings, LLC 458,049$24,487,0008.48%
MOLLER WEALTH PARTNERS 435,013$23,256,0007.23%
Arlington Financial Advisors, LLC 321,074$17,165,0006.50%
WADDELL & ASSOCIATES, LLC 743,049$39,723,0006.38%
Shore Point Advisors, LLC 132,452$7,081,0006.15%
Charles Schwab Investment Advisory, Inc. 63,329,905$3,385,617,0005.38%
Clarius Group, LLC 1,015,419$56,467,0004.47%
Rainsberger Wealth Advisors, Inc. 113,233$6,053,0003.88%
View complete list of SCHWAB STRATEGIC TR shareholders