Strata Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Strata Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$32,462,850
+5.2%
1,025,035
+3.9%
15.63%
-1.9%
Q1 2023$30,847,884
+8.8%
986,501
+1.1%
15.93%
+1.2%
Q4 2022$28,361,594975,63115.73%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,911,484$93,866,0009.98%
Von Berge Wealth Management Group, LLC 283,017$9,006,0008.21%
Red Tortoise LLC 317,460$10,235,0007.74%
Your Advocates Ltd., LLP 394,957$12,733,0007.23%
Lee Financial Co 1,246,766$40,196,0007.19%
MFA WEALTH ADVISORS, LLC 693,362$22,350,0007.13%
Prairiewood Capital, LLC 312,583$10,078,0007.05%
PRW Wealth Management LLC 490,823$15,824,0007.02%
Arlington Financial Advisors, LLC 536,793$17,306,0006.56%
Opes Wealth Management LLC 623,520$20,102,0006.54%
View complete list of SCHWAB STRATEGIC TR shareholders