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 | $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 ↓ |
|---|---|---|---|
| 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% |