ZRC WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,184,402
-2.9%
37,398
-1.0%
1.02%
-0.4%
Q2 2023$1,219,310
+2.5%
37,761
-0.8%
1.03%
-5.7%
Q1 2023$1,190,09438,0591.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 475,605$15,267,00011.28%
BRR OpCo, LLC 2,851,838$91,544,00010.97%
Treybourne Wealth Planners, Inc. 455,019$14,606,00010.12%
MFA WEALTH ADVISORS, LLC 599,732$19,257,0009.34%
Opes Wealth Management LLC 697,687$22,396,0008.74%
Prairiewood Capital, LLC 267,323$8,581,0007.87%
Arlington Financial Advisors, LLC 496,949$15,952,0006.47%
Charles Schwab Investment Advisory, Inc. 101,298,647$3,251,686,0006.12%
Callan Capital, LLC 1,040,649$33,405,0006.08%
PRW Wealth Management LLC 368,397$11,826,0005.80%
View complete list of SCHWAB STRATEGIC TR shareholders