Sound Stewardship, 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
Sound Stewardship, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,967,947
-2.6%
156,866
-0.7%
3.34%
-0.7%
Q2 2023$5,102,919
+2.8%
158,034
-0.4%
3.36%
+0.7%
Q1 2023$4,962,833
+11.4%
158,709
+3.6%
3.34%
+1.3%
Q4 2022$4,454,515153,2343.29%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 3,145,890$79,119,0009.72%
Von Berge Wealth Management Group, LLC 283,870$7,259,0007.72%
Arlington Financial Advisors, LLC 538,057$13,532,0006.87%
RHS Financial, LLC 306,906$7,719,0006.86%
MFA WEALTH ADVISORS, LLC 729,624$18,350,0006.80%
Lee Financial Co 1,427,139$35,893,0006.71%
Opes Wealth Management LLC 636,060$15,997,0006.40%
Charles Schwab Investment Advisory, Inc. 129,381,902$3,253,955,0005.95%
Prairiewood Capital, LLC 285,024$7,168,0005.91%
STUDIO INVESTMENT MANAGEMENT LLC 606,263$15,247,514,0005.49%
View complete list of SCHWAB STRATEGIC TR shareholders