RF&L WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 194 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RF&L WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,099,967
+0.2%
96,452
+3.5%
2.88%
+2.0%
Q2 2023$3,093,142
+3.0%
93,195
+2.8%
2.82%
-3.0%
Q1 2023$3,002,804
+7.5%
90,637
+1.4%
2.91%
+1.2%
Q4 2022$2,792,98789,3472.88%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Resource Planning Group 180,175$5,790,8234.91%
Prairiewood Capital, LLC 182,152$5,854,3703.80%
RF&L WEALTH MANAGEMENT, LLC 96,452$3,099,9672.88%
Charles Schwab Investment Advisory, Inc. 55,089,039$1,770,561,7202.80%
Wade Financial Advisory, Inc 180,158$5,790,2742.48%
COLLECTIVE FAMILY OFFICE LLC 188,111$6,045,8882.36%
Shilanski & Associates, Inc. 147,426$4,738,2781.93%
Shore Point Advisors, LLC 75,255$2,418,7051.75%
Cherry Tree Wealth Management, LLC 167,505$5,383,6001.58%
Opes Wealth Management LLC 160,120$5,146,2801.43%
View complete list of SCHWAB STRATEGIC TR shareholders