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 | $1,121,782 | -0.1% | 35,421 | +1.9% | 0.18% | +4.1% |
| Q2 2023 | $1,122,400 | +3.0% | 34,760 | -0.3% | 0.17% | +0.6% |
| Q1 2023 | $1,090,003 | +11.7% | 34,858 | +3.8% | 0.17% | +13.4% |
| Q4 2022 | $975,814 | +2.7% | 33,568 | -11.1% | 0.15% | -5.7% |
| Q3 2022 | $950,000 | +1.0% | 37,769 | +13.6% | 0.16% | +6.8% |
| Q2 2022 | $941,000 | -12.5% | 33,238 | -0.3% | 0.15% | -0.7% |
| Q1 2022 | $1,075,000 | – | 33,339 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |