CASTLE WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$200,056
+20.5%
3,4750.0%0.14%
+38.6%
Q3 2022$166,000
-6.2%
3,4750.0%0.10%
-1.9%
Q2 2022$177,0003,4750.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 889,529$34,451,00015.65%
Glassman Wealth Services 1,223,802$47,398,00013.05%
Planned Solutions, Inc. 332,993$12,897,00012.60%
Arlington Financial Advisors, LLC 568,491$22,018,00011.28%
McAdam, LLC 1,349,024$52,248,0009.93%
Charles Schwab Investment Advisory, Inc. 78,675,596$3,047,106,0007.25%
Resonant Capital Advisors, LLC 501,903$19,439,0005.54%
Opes Wealth Management LLC 265,766$10,293,0004.92%
Consolidated Planning Corp 160,058$6,199,0004.62%
Your Advocates Ltd., LLP 151,243$5,858,0004.60%
View complete list of SCHWAB STRATEGIC TR shareholders