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 | $141,415 | -3.6% | 4,515 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $146,698 | -17.4% | 4,515 | -20.5% | 0.01% | -18.2% |
| Q1 2023 | $177,543 | +4.3% | 5,678 | -3.0% | 0.01% | -8.3% |
| Q4 2022 | $170,226 | -33.5% | 5,856 | -42.4% | 0.01% | -40.0% |
| Q3 2022 | $256,000 | +11.8% | 10,166 | +25.7% | 0.02% | +17.6% |
| Q2 2022 | $229,000 | +1.8% | 8,088 | +15.9% | 0.02% | +13.3% |
| Q1 2022 | $225,000 | – | 6,977 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,852,952 | $93,662,000 | 10.66% |
| MFA WEALTH ADVISORS, LLC | 620,147 | $20,358,000 | 9.35% |
| Your Advocates Ltd., LLP | 411,207 | $13,500,000 | 8.74% |
| Lebenthal Global Advisors, LLC | 416,464 | $13,672,000 | 8.59% |
| PRW Wealth Management LLC | 500,134 | $16,419,000 | 8.22% |
| Opes Wealth Management LLC | 664,367 | $21,811,000 | 7.72% |
| Prairiewood Capital, LLC | 274,176 | $9,001,000 | 7.38% |
| STUDIO INVESTMENT MANAGEMENT LLC | 498,050 | $16,351,000 | 6.99% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,885,746 | $153,347,000 | 6.66% |
| Arlington Financial Advisors, LLC | 508,105 | $16,681,000 | 6.53% |