SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,834 | +13.8% | 84,029 | +6.8% | 0.09% | -1.1% |
| Q3 2023 | $2,491 | -1.9% | 78,645 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $2,539 | +3.3% | 78,645 | +0.0% | 0.09% | -2.1% |
| Q1 2023 | $2,459 | +7.0% | 78,641 | -0.5% | 0.09% | 0.0% |
| Q4 2022 | $2,298 | -99.9% | 79,043 | +7.9% | 0.09% | 0.0% |
| Q2 2022 | $2,074,000 | -12.2% | 73,266 | -0.0% | 0.09% | -6.9% |
| Q1 2022 | $2,363,000 | -4.8% | 73,280 | -1.7% | 0.10% | -15.1% |
| Q2 2021 | $2,482,000 | – | 74,584 | – | 0.12% | – |
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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% |