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% | – |
Download | ||||||
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% |