BMS Financial Advisors, 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
BMS Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$5,394,640
-1.7%
92,043
-1.7%
3.58%
-0.3%
Q2 2022$5,488,000
-64.3%
93,635
-64.3%
3.59%
-63.2%
Q1 2022$15,352,000
+179.2%
262,420
+179.7%
9.76%
+179.1%
Q4 2021$5,498,00093,8143.50%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 608,027$34,031,30826.66%
Northwest Bancshares, Inc. 1,989,850$111,371,90521.32%
RESTON WEALTH MANAGEMENT LLC 641,903$35,927,31218.14%
Glassman Wealth Services 1,444,951$80,873,92413.06%
Prairiewood Capital, LLC 344,532$19,283,48012.51%
Your Advocates Ltd., LLP 364,894$20,423,12212.19%
Charles Schwab Investment Advisory, Inc. 124,385,451$6,961,853,69710.99%
McAdam, LLC 2,333,308$130,595,27310.71%
ZRC WEALTH MANAGEMENT, LLC 219,768$12,300,39910.62%
Kelman-Lazarov, Inc. 794,187$44,450,65710.51%
View complete list of SCHWAB STRATEGIC TR shareholders