Empirical Asset Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Empirical Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$266,419
+27.6%
4,760
+31.2%
0.23%
+25.4%
Q2 2023$208,794
-2.0%
3,627
-0.5%
0.18%
-8.9%
Q1 2022$213,000
-0.5%
3,6470.0%0.20%
-1.9%
Q4 2021$214,0003,6470.21%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 893,757$40,478,00015.53%
Glassman Wealth Services 2,546,730$115,342,00013.31%
Planned Solutions, Inc. 341,452$15,464,00012.38%
Arlington Financial Advisors, LLC 589,028$26,677,00011.25%
McAdam, LLC 1,408,027$65,896,00010.09%
Charles Schwab Investment Advisory, Inc. 81,093,260$3,672,714,0007.61%
Prairiewood Capital, LLC 153,437$6,949,0007.10%
Resonant Capital Advisors, LLC 528,104$23,918,0005.66%
Opes Wealth Management LLC 251,364$11,384,0005.48%
Your Advocates Ltd., LLP 143,072$6,480,0004.77%
View complete list of SCHWAB STRATEGIC TR shareholders