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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,301 | +774.9% | 71,261 | +748.3% | 0.00% | – |
| Q1 2023 | $263 | -81.0% | 8,400 | -82.4% | 0.00% | -100.0% |
| Q4 2022 | $1,387 | -100.0% | 47,700 | -65.0% | 0.00% | -60.0% |
| Q3 2022 | $3,430,000 | +411.2% | 136,400 | +475.5% | 0.01% | +400.0% |
| Q2 2022 | $671,000 | +73.4% | 23,700 | +99.2% | 0.00% | – |
| Q4 2021 | $387,000 | -58.5% | 11,900 | -58.1% | 0.00% | -100.0% |
| Q3 2021 | $932,000 | -28.6% | 28,400 | -27.6% | 0.00% | -50.0% |
| Q2 2021 | $1,305,000 | -39.1% | 39,200 | -41.3% | 0.00% | -33.3% |
| Q1 2021 | $2,144,000 | +861.4% | 66,800 | +778.9% | 0.00% | – |
| Q4 2020 | $223,000 | +6.7% | 7,600 | -10.6% | 0.00% | – |
| Q3 2020 | $209,000 | – | 8,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |