Milestone Investment Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Milestone Investment Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$546,203
+13.0%
17,247
+15.2%
0.16%
+3.3%
Q2 2023$483,339
+2.8%
14,969
-0.4%
0.15%
+3.4%
Q1 2023$470,189
+11.8%
15,036
+3.9%
0.14%
-1.4%
Q4 2022$420,74214,4730.15%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,911,484$93,866,0009.98%
Von Berge Wealth Management Group, LLC 283,017$9,006,0008.21%
Red Tortoise LLC 317,460$10,235,0007.74%
Your Advocates Ltd., LLP 394,957$12,733,0007.23%
Lee Financial Co 1,246,766$40,196,0007.19%
MFA WEALTH ADVISORS, LLC 693,362$22,350,0007.13%
Prairiewood Capital, LLC 312,583$10,078,0007.05%
PRW Wealth Management LLC 490,823$15,824,0007.02%
Arlington Financial Advisors, LLC 536,793$17,306,0006.56%
Opes Wealth Management LLC 623,520$20,102,0006.54%
View complete list of SCHWAB STRATEGIC TR shareholders