HB Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$219,984
-7.7%
4,537
-4.0%
0.00%0.0%
Q2 2023$238,428
+3.7%
4,726
+0.1%
0.00%0.0%
Q1 2023$229,837
+0.4%
4,722
-3.7%
0.00%0.0%
Q4 2022$228,998
+4.1%
4,902
+18.9%
0.00%0.0%
Q1 2022$220,0004,1220.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
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