SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,841 | +5.2% | 166,750 | +7.0% | 0.09% | +3.4% |
| Q1 2024 | $5,552 | +6.8% | 155,896 | +1.1% | 0.09% | -1.1% |
| Q4 2023 | $5,199 | +7.8% | 154,145 | +1.2% | 0.09% | -1.1% |
| Q3 2023 | $4,823 | -0.0% | 152,296 | +1.9% | 0.09% | +3.5% |
| Q2 2023 | $4,825 | +11.2% | 149,446 | +7.7% | 0.09% | +3.6% |
| Q1 2023 | $4,339 | +8.1% | 138,766 | +0.5% | 0.08% | +5.1% |
| Q4 2022 | $4,015 | -99.9% | 138,101 | +24.3% | 0.08% | +38.6% |
| Q3 2022 | $2,794,000 | -9.9% | 111,061 | +1.4% | 0.06% | -19.7% |
| Q2 2022 | $3,102,000 | +37.0% | 109,561 | +55.9% | 0.07% | +61.4% |
| Q1 2022 | $2,265,000 | -0.8% | 70,260 | 0.0% | 0.04% | +2.3% |
| Q4 2021 | $2,284,000 | +38.2% | 70,260 | +39.5% | 0.04% | +26.5% |
| Q3 2021 | $1,653,000 | +24.9% | 50,360 | +26.7% | 0.03% | +6.2% |
| Q2 2021 | $1,323,000 | +159.4% | 39,760 | +150.1% | 0.03% | +146.2% |
| Q1 2021 | $510,000 | – | 15,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,067,067 | $35,992,181 | 14.17% |
| BEACON FINANCIAL PLANNING, INC | 357,100 | $12,044,985 | 9.43% |
| MFA WEALTH ADVISORS, LLC | 917,861 | $30,959,438 | 8.70% |
| Auto-Owners Insurance Co | 8,353,000 | $281,709,506 | 8.53% |
| Arlington Financial Advisors, LLC | 806,574 | $27,205,755 | 8.13% |
| Verde Capital Management | 636,287 | $21,461,975 | 8.11% |
| VISIONARY HORIZONS, LLC | 291,821 | $9,843,136 | 7.98% |
| Barry Investment Advisors, LLC | 686,751 | $23,164,131 | 7.84% |
| Red Tortoise LLC | 388,159 | $13,092,605 | 7.41% |
| Prairiewood Capital, LLC | 403,230 | $13,600,939 | 7.06% |