Milestone Investment Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Milestone Investment Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,179
-3.2%
1300.0%0.00%0.0%
Q2 2023$4,315
+0.2%
1300.0%0.00%0.0%
Q1 2023$4,307
+6.0%
1300.0%0.00%0.0%
Q4 2022$4,0641300.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Resource Planning Group 187,346$6,206,7695.04%
Prairiewood Capital, LLC 174,862$5,793,1713.93%
RF&L WEALTH MANAGEMENT, LLC 90,637$3,002,8042.91%
Charles Schwab Investment Advisory, Inc. 54,409,781$1,802,596,0422.87%
Wade Financial Advisory, Inc 170,871$5,660,9702.38%
COLLECTIVE FAMILY OFFICE LLC 160,916$5,331,1472.20%
Shilanski & Associates, Inc. 138,115$4,549,5032.04%
Shore Point Advisors, LLC 65,182$2,159,4831.64%
Opes Wealth Management LLC 130,663$4,328,8901.40%
Sterling Financial Planning, Inc. 77,306$2,561,1401.39%
View complete list of SCHWAB STRATEGIC TR shareholders