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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,431 | -42.2% | 6,329 | -48.4% | 0.00% | -57.1% |
| Q2 2022 | $347,000 | -17.6% | 12,268 | -6.0% | 0.01% | 0.0% |
| Q1 2022 | $421,000 | -0.9% | 13,050 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $425,000 | +6.8% | 13,087 | +7.9% | 0.01% | -12.5% |
| Q3 2021 | $398,000 | -5.5% | 12,125 | -4.2% | 0.01% | 0.0% |
| Q2 2021 | $421,000 | +65.1% | 12,659 | +59.1% | 0.01% | +33.3% |
| Q1 2021 | $255,000 | -39.0% | 7,959 | -44.3% | 0.01% | -40.0% |
| Q4 2020 | $418,000 | – | 14,282 | – | 0.01% | – |
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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% |