SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $304,586 | -1.6% | 8,695 | 0.0% | 0.02% | -4.8% |
| Q1 2024 | $309,629 | +5.6% | 8,695 | 0.0% | 0.02% | -4.5% |
| Q4 2023 | $293,282 | +6.5% | 8,695 | 0.0% | 0.02% | -8.3% |
| Q3 2023 | $275,371 | -1.9% | 8,695 | 0.0% | 0.02% | -11.1% |
| Q2 2023 | $280,762 | -12.3% | 8,695 | -15.1% | 0.03% | -25.0% |
| Q1 2023 | $320,142 | +23.0% | 10,238 | +14.4% | 0.04% | +20.0% |
| Q4 2022 | $260,176 | +15.6% | 8,950 | 0.0% | 0.03% | -11.8% |
| Q3 2022 | $225,000 | -11.1% | 8,950 | 0.0% | 0.03% | -8.1% |
| Q2 2022 | $253,000 | -12.5% | 8,950 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $289,000 | -0.7% | 8,950 | 0.0% | 0.04% | +12.1% |
| Q4 2021 | $291,000 | -1.0% | 8,950 | 0.0% | 0.03% | -10.8% |
| Q3 2021 | $294,000 | -1.3% | 8,950 | 0.0% | 0.04% | -7.5% |
| Q2 2021 | $298,000 | +25.2% | 8,950 | +20.8% | 0.04% | +21.2% |
| Q1 2021 | $238,000 | +9.7% | 7,407 | 0.0% | 0.03% | +6.5% |
| Q4 2020 | $217,000 | +19.2% | 7,407 | 0.0% | 0.03% | +6.9% |
| Q3 2020 | $182,000 | +29.1% | 7,407 | +25.0% | 0.03% | +20.8% |
| Q2 2020 | $141,000 | -2.8% | 5,927 | -13.9% | 0.02% | -17.2% |
| Q1 2020 | $145,000 | – | 6,883 | – | 0.03% | – |
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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% |