AA Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AA Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$6,186,675
-2.0%
92,366
-1.4%
2.18%
-14.4%
Q1 2024$6,316,060
+6.3%
93,724
-2.3%
2.55%
-35.5%
Q4 2023$5,939,73895,8953.95%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 786,684$46,021,00015.31%
Planned Solutions, Inc. 351,376$20,556,00014.34%
Glassman Wealth Services 1,327,730$77,672,00014.16%
Northwest Bancshares, Inc. 1,253,979$73,358,00014.10%
Northland Capital Management LLC 213,616$12,497,00012.42%
Arlington Financial Advisors, LLC 528,512$30,918,00011.71%
McAdam, LLC 2,074,951$121,385,00011.48%
Prairiewood Capital, LLC 259,467$15,179,00010.62%
BMS Financial Advisors, LLC 262,420$15,352,0009.76%
Ashford Advisors, LLC 492,288$28,799,0009.46%
View complete list of SCHWAB STRATEGIC TR shareholders