SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 426 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $538,288 | -63.8% | 15,366 | -63.2% | 0.08% | -64.5% |
| Q1 2024 | $1,487,361 | -36.3% | 41,768 | -39.6% | 0.23% | -27.2% |
| Q4 2023 | $2,333,241 | +26.5% | 69,174 | +18.8% | 0.31% | -21.9% |
| Q3 2023 | $1,844,308 | +91383.5% | 58,235 | -6.7% | 0.40% | +23.8% |
| Q2 2023 | $2,016 | +14.4% | 62,435 | +10.8% | 0.32% | +12.1% |
| Q1 2023 | $1,762 | +34.1% | 56,344 | +24.7% | 0.29% | +17.0% |
| Q4 2022 | $1,314 | -99.9% | 45,189 | -22.4% | 0.25% | -38.4% |
| Q3 2022 | $1,844,308 | +377.8% | 58,235 | +325.6% | 0.40% | +360.9% |
| Q2 2022 | $386,000 | -31.1% | 13,684 | -22.1% | 0.09% | -23.7% |
| Q1 2022 | $560,000 | – | 17,560 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |