Strata Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 filers reported holding SCHWAB STRATEGIC TR in Q1 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 Q1 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 475,605$15,267,00011.28%
BRR OpCo, LLC 2,851,838$91,544,00010.97%
Treybourne Wealth Planners, Inc. 455,019$14,606,00010.12%
MFA WEALTH ADVISORS, LLC 599,732$19,257,0009.34%
Opes Wealth Management LLC 697,687$22,396,0008.74%
Prairiewood Capital, LLC 267,323$8,581,0007.87%
Arlington Financial Advisors, LLC 496,949$15,952,0006.47%
Charles Schwab Investment Advisory, Inc. 101,298,647$3,251,686,0006.12%
Callan Capital, LLC 1,040,649$33,405,0006.08%
PRW Wealth Management LLC 368,397$11,826,0005.80%
View complete list of SCHWAB STRATEGIC TR shareholders