Aspect Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Aspect Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$19,002
-3.7%
3460.0%0.01%
-31.2%
Q1 2024$19,732
+3.0%
3460.0%0.02%
+33.3%
Q4 2023$19,1513460.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 314,534$13,374,00011.02%
WADDELL & ASSOCIATES, LLC 1,177,940$50,086,0009.69%
First Pacific Financial 382,321$16,256,0009.34%
Riverpoint Wealth Management Holdings, LLC 474,157$20,161,0008.58%
MOLLER WEALTH PARTNERS 464,305$19,742,0007.11%
Charles Schwab Investment Advisory, Inc. 86,399,960$3,673,726,0006.72%
Arlington Financial Advisors, LLC 311,016$13,224,0006.72%
Shore Point Advisors, LLC 130,323$5,541,0005.41%
Clarius Group, LLC 1,063,903$45,237,0004.52%
JANICZEK WEALTH MANAGEMENT, LLC 232,322$10,152,0003.31%
View complete list of SCHWAB STRATEGIC TR shareholders