Werba Rubin Papier Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 6 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2023
NameSharesValueWeighting ↓
Opes Wealth Management LLC 136,706$7,321,0002.59%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 68,672$3,678,0001.95%
Leonard Rickey Investment Advisors P.L.L.C. 63,240$3,387,0001.42%
HHM Wealth Advisors, LLC 48,268$2,585,0000.70%
Red Door Wealth Management, LLC 28,889$1,547,0000.59%
Red Tortoise LLC 15,165$715,0000.56%
Covenant Multifamily Offices, LLC 52,614$2,868,0000.52%
Callan Capital, LLC 56,200$3,010,0000.50%
BEAM WEALTH ADVISORS, INC. 10,060$539,0000.46%
MorganRosel Wealth Management, LLC 15,717$842,0000.46%
View complete list of SCHWAB STRATEGIC TR shareholders