SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,797,655 | -26.0% | 372,518 | -24.6% | 2.20% | -21.3% |
| Q2 2023 | $15,945,656 | -43.8% | 493,826 | -45.6% | 2.79% | -42.6% |
| Q1 2023 | $28,368,240 | -24.9% | 907,203 | -30.2% | 4.87% | -24.5% |
| Q4 2022 | $37,794,620 | +5.3% | 1,300,125 | -8.9% | 6.45% | -3.9% |
| Q3 2022 | $35,893,000 | -13.3% | 1,427,139 | -2.4% | 6.71% | -11.6% |
| Q2 2022 | $41,396,000 | +3.0% | 1,462,226 | +17.3% | 7.59% | +5.6% |
| Q1 2022 | $40,196,000 | +446522.2% | 1,246,766 | +368765.7% | 7.19% | +359550.0% |
| Q2 2019 | $9,000 | 0.0% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | – | 338 | – | 0.00% | – |
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% |