VIAWEALTH, 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
VIAWEALTH, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$379,528
+0.2%
11,984
+2.1%
0.28%
-1.4%
Q2 2023$378,885
+1.1%
11,735
-2.1%
0.28%
-4.7%
Q1 2023$374,942
-12.5%
11,990
-15.3%
0.30%
-15.9%
Q4 2022$428,50614,1560.35%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 3,145,890$79,119,0009.72%
Von Berge Wealth Management Group, LLC 283,870$7,259,0007.72%
Arlington Financial Advisors, LLC 538,057$13,532,0006.87%
RHS Financial, LLC 306,906$7,719,0006.86%
MFA WEALTH ADVISORS, LLC 729,624$18,350,0006.80%
Lee Financial Co 1,427,139$35,893,0006.71%
Opes Wealth Management LLC 636,060$15,997,0006.40%
Charles Schwab Investment Advisory, Inc. 129,381,902$3,253,955,0005.95%
Prairiewood Capital, LLC 285,024$7,168,0005.91%
STUDIO INVESTMENT MANAGEMENT LLC 606,263$15,247,514,0005.49%
View complete list of SCHWAB STRATEGIC TR shareholders