Werba Rubin Papier Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$304,392
-2.9%
5,5250.0%0.11%
-0.9%
Q2 2023$313,491
+5.4%
5,525
+0.5%
0.11%
-6.8%
Q1 2023$297,549
+3.3%
5,498
+0.5%
0.12%
-1.7%
Q4 2022$287,9375,4720.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sound Stewardship, LLC 190,275$10,482,9587.04%
Guardian Financial Partners, LLC 83,811$4,617,4584.34%
Systelligence, LLC 185,782$10,235,3992.88%
Callan Capital, LLC 467,797$25,772,6082.76%
Opes Wealth Management LLC 164,745$9,076,4432.51%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 53,265$2,934,5361.48%
Yoder Wealth Management, Inc. 28,539$1,572,3161.30%
Leonard Rickey Investment Advisors P.L.L.C. 61,461$3,386,1071.11%
Kaizen Financial Strategies 20,003$1,102,0370.93%
ZRC WEALTH MANAGEMENT, LLC 19,142$1,054,6010.91%
View complete list of SCHWAB STRATEGIC TR shareholders