SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,553 | -2.3% | 22,373 | -0.4% | 0.02% | 0.0% |
| Q2 2023 | $725,492 | +3.3% | 22,468 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $702,575 | +7.9% | 22,468 | +0.3% | 0.02% | 0.0% |
| Q4 2022 | $651,401 | -49.7% | 22,408 | -50.9% | 0.02% | -7.7% |
| Q2 2022 | $1,294,000 | +65.1% | 45,682 | +88.0% | 0.03% | -3.7% |
| Q1 2022 | $784,000 | -0.8% | 24,303 | 0.0% | 0.03% | +8.0% |
| Q4 2021 | $790,000 | +4.6% | 24,303 | +5.7% | 0.02% | -32.4% |
| Q3 2021 | $755,000 | +1.5% | 22,990 | +2.8% | 0.04% | +23.3% |
| Q2 2021 | $744,000 | – | 22,373 | – | 0.03% | – |
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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% |