Forza Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Forza Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$866,545
-2.1%
33,0490.0%0.45%
+0.4%
Q2 2023$884,722
+2.8%
33,0490.0%0.44%
+0.5%
Q1 2023$860,926
+25.4%
33,049
+19.3%
0.44%
-2.9%
Q4 2022$686,75327,7140.46%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 605,467$14,192,0008.51%
Elgethun Capital Management 712,684$16,705,0006.68%
Charles Schwab Investment Advisory, Inc. 112,101,100$2,627,650,0004.81%
Kelman-Lazarov, Inc. 522,864$12,256,0004.17%
RHS Financial, LLC 170,623$3,999,0003.56%
FOSTER & MOTLEY INC 1,519,133$35,608,0003.38%
Northland Capital Management LLC 152,698$3,579,0003.36%
Prairiewood Capital, LLC 165,540$3,880,0003.20%
Morningstar Investment Management LLC 455,773$10,683,0003.09%
Seven Springs Wealth Group, LLC 231,500$5,426,0002.95%
View complete list of SCHWAB STRATEGIC TR shareholders