SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,400 | +4.9% | 13,874 | +6.9% | 0.00% | 0.0% |
| Q2 2023 | $418,909 | -1.1% | 12,973 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $423,590 | +7.7% | 13,546 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $393,410 | +21.0% | 13,533 | +4.6% | 0.00% | 0.0% |
| Q3 2022 | $325,000 | -3.0% | 12,932 | +9.2% | 0.00% | 0.0% |
| Q2 2022 | $335,000 | +15.9% | 11,843 | +32.2% | 0.00% | 0.0% |
| Q1 2022 | $289,000 | +17.0% | 8,958 | +18.1% | 0.00% | 0.0% |
| Q4 2021 | $247,000 | -14.2% | 7,584 | -13.6% | 0.00% | 0.0% |
| Q3 2021 | $288,000 | -1.7% | 8,774 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $293,000 | +3.9% | 8,798 | -0.0% | 0.00% | 0.0% |
| Q1 2021 | $282,000 | +9.3% | 8,799 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $258,000 | +21.1% | 8,799 | +1.3% | 0.00% | 0.0% |
| Q3 2020 | $213,000 | – | 8,684 | – | 0.00% | – |
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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% |