AlphaQ Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AlphaQ Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$858,443
-8.8%
32,740
-6.8%
0.74%
+7.4%
Q2 2023$940,805
+2.3%
35,144
-0.5%
0.69%
-11.4%
Q1 2023$919,643
+64.8%
35,303
+56.7%
0.78%
+61.9%
Q4 2022$558,17022,5250.48%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Vigilant Capital Management, LLC 882,086$23,313,0004.06%
Charles Schwab Investment Advisory, Inc. 23,137,793$611,509,0003.44%
FOSTER & MOTLEY INC 586,208$15,493,0002.82%
AVALON CAPITAL MANAGEMENT 138,961$3,673,0002.54%
CABOT WEALTH MANAGEMENT INC 209,786$5,544,0001.36%
Asset Dedication, LLC 92,788$2,457,0001.33%
Kinsight, LLC 65,634$1,735,0000.94%
Merriman Wealth Management, LLC 123,424$3,262,0000.79%
Opes Advisors Inc 31,524$833,0000.59%
GIRARD SECURITIES, INC. 20,236$535,0000.46%
View complete list of SCHWAB STRATEGIC TR shareholders