SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,108,000 | +718.1% | 382,312 | +734.1% | 0.00% | – |
| Q2 2023 | $1,480,000 | -85.7% | 45,833 | -86.2% | 0.00% | -100.0% |
| Q1 2023 | $10,361,000 | +266.4% | 331,333 | +240.4% | 0.00% | +200.0% |
| Q4 2022 | $2,828,000 | +153.0% | 97,332 | +118.8% | 0.00% | – |
| Q3 2022 | $1,118,000 | -14.1% | 44,478 | -3.2% | 0.00% | – |
| Q2 2022 | $1,302,000 | -69.9% | 45,965 | -65.8% | 0.00% | -100.0% |
| Q1 2022 | $4,329,000 | +48.3% | 134,277 | +49.5% | 0.00% | 0.0% |
| Q4 2021 | $2,919,000 | -20.5% | 89,795 | -19.7% | 0.00% | 0.0% |
| Q3 2021 | $3,673,000 | -78.5% | 111,847 | -78.2% | 0.00% | -80.0% |
| Q2 2021 | $17,083,000 | +101.6% | 513,326 | +94.5% | 0.01% | +150.0% |
| Q1 2021 | $8,472,000 | +839.2% | 263,938 | +756.4% | 0.00% | – |
| Q4 2020 | $902,000 | -89.8% | 30,820 | -91.4% | 0.00% | -100.0% |
| Q3 2020 | $8,825,000 | +26.4% | 359,170 | +22.1% | 0.00% | 0.0% |
| Q2 2020 | $6,981,000 | +1861.0% | 294,087 | +1638.7% | 0.00% | – |
| Q1 2020 | $356,000 | -98.3% | 16,914 | -97.7% | 0.00% | -100.0% |
| Q4 2019 | $20,841,000 | +799.9% | 720,664 | +757.9% | 0.01% | +700.0% |
| Q3 2019 | $2,316,000 | +1767.7% | 84,008 | +1801.1% | 0.00% | – |
| Q2 2019 | $124,000 | +21.6% | 4,419 | +19.8% | 0.00% | – |
| Q1 2019 | $102,000 | -37.0% | 3,688 | -42.8% | 0.00% | – |
| Q4 2018 | $162,000 | +138.2% | 6,446 | +184.2% | 0.00% | – |
| Q3 2018 | $68,000 | -62.8% | 2,268 | -63.4% | 0.00% | – |
| Q2 2018 | $183,000 | +1.7% | 6,195 | +3.4% | 0.00% | – |
| Q1 2018 | $180,000 | +20.0% | 5,992 | +21.6% | 0.00% | – |
| Q4 2017 | $150,000 | -32.4% | 4,929 | -33.7% | 0.00% | – |
| Q3 2017 | $222,000 | -15.9% | 7,429 | -21.3% | 0.00% | – |
| Q2 2017 | $264,000 | -76.7% | 9,438 | -77.7% | 0.00% | -100.0% |
| Q1 2017 | $1,135,000 | +61.0% | 42,348 | +50.8% | 0.00% | – |
| Q4 2016 | $705,000 | -56.4% | 28,088 | -56.2% | 0.00% | -100.0% |
| Q3 2016 | $1,618,000 | -21.5% | 64,188 | -26.0% | 0.00% | 0.0% |
| Q2 2016 | $2,060,000 | +6545.2% | 86,774 | +6600.7% | 0.00% | – |
| Q1 2016 | $31,000 | +3.3% | 1,295 | +4.9% | 0.00% | – |
| Q4 2015 | $30,000 | -92.6% | 1,234 | -92.8% | 0.00% | – |
| Q3 2015 | $407,000 | +4.4% | 17,141 | +17.5% | 0.00% | – |
| Q2 2015 | $390,000 | +319.4% | 14,585 | +318.7% | 0.00% | – |
| Q1 2015 | $93,000 | -38.8% | 3,483 | -36.6% | 0.00% | – |
| Q3 2014 | $152,000 | -89.2% | 5,492 | -88.4% | 0.00% | -100.0% |
| Q2 2014 | $1,410,000 | +3710.8% | 47,473 | +3485.6% | 0.00% | – |
| Q4 2013 | $37,000 | – | 1,324 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,852,952 | $93,662,000 | 10.66% |
| MFA WEALTH ADVISORS, LLC | 620,147 | $20,358,000 | 9.35% |
| Your Advocates Ltd., LLP | 411,207 | $13,500,000 | 8.74% |
| Lebenthal Global Advisors, LLC | 416,464 | $13,672,000 | 8.59% |
| PRW Wealth Management LLC | 500,134 | $16,419,000 | 8.22% |
| Opes Wealth Management LLC | 664,367 | $21,811,000 | 7.72% |
| Prairiewood Capital, LLC | 274,176 | $9,001,000 | 7.38% |
| STUDIO INVESTMENT MANAGEMENT LLC | 498,050 | $16,351,000 | 6.99% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,885,746 | $153,347,000 | 6.66% |
| Arlington Financial Advisors, LLC | 508,105 | $16,681,000 | 6.53% |