CALTON & ASSOCIATES, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$247,000
+4.7%
4,218
-3.7%
0.07%
+26.9%
Q3 2021$236,000
-2.1%
4,3820.0%0.05%
+13.0%
Q2 2021$241,000
+6.6%
4,3820.0%0.05%
+4.5%
Q1 2021$226,000
-1.7%
4,382
-13.7%
0.04%
+7.3%
Q4 2020$230,0005,0790.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 611,449$35,201,08226.64%
Northwest Bancshares, Inc. 2,058,979$118,535,42121.43%
RESTON WEALTH MANAGEMENT LLC 601,567$34,632,20916.48%
Glassman Wealth Services 1,431,996$82,440,03713.29%
Prairiewood Capital, LLC 304,663$17,539,47811.76%
Planned Solutions, Inc. 334,122$19,235,40611.37%
Your Advocates Ltd., LLP 374,229$21,544,33611.04%
Charles Schwab Investment Advisory, Inc. 122,628,440$7,059,719,31110.94%
Ashford Advisors, LLC 628,107$36,16110.86%
Kelman-Lazarov, Inc. 777,914$44,784,48710.77%
View complete list of SCHWAB STRATEGIC TR shareholders