SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,306 | +3.0% | 11,219 | +5.1% | 0.00% | – |
| Q2 2023 | $344,825 | -98.3% | 10,679 | -98.3% | 0.00% | -100.0% |
| Q1 2023 | $19,970,773 | +2766.3% | 638,656 | +2564.6% | 0.00% | – |
| Q4 2022 | $696,750 | -92.6% | 23,968 | -91.8% | 0.00% | -100.0% |
| Q1 2022 | $9,384,000 | +246.9% | 291,080 | +249.8% | 0.00% | +100.0% |
| Q4 2021 | $2,705,000 | -84.3% | 83,215 | -84.2% | 0.00% | -75.0% |
| Q3 2021 | $17,277,000 | +258.5% | 526,258 | +219.8% | 0.00% | +300.0% |
| Q4 2020 | $4,819,000 | -62.8% | 164,577 | -69.9% | 0.00% | -80.0% |
| Q2 2020 | $12,965,000 | +348.3% | 546,123 | +446.2% | 0.01% | +400.0% |
| Q4 2019 | $2,892,000 | +1251.4% | 99,994 | +1189.6% | 0.00% | – |
| Q3 2019 | $214,000 | -98.9% | 7,754 | -98.9% | 0.00% | -100.0% |
| Q1 2019 | $19,809,000 | +52.1% | 718,227 | +39.1% | 0.01% | +42.9% |
| Q4 2018 | $13,021,000 | -81.7% | 516,304 | -78.3% | 0.01% | -78.1% |
| Q3 2018 | $71,169,000 | +468.5% | 2,376,270 | +477.0% | 0.03% | +300.0% |
| Q4 2017 | $12,519,000 | +116.6% | 411,815 | +99.6% | 0.01% | +60.0% |
| Q2 2017 | $5,779,000 | +48.2% | 206,334 | +33.4% | 0.01% | +25.0% |
| Q3 2016 | $3,900,000 | +142.5% | 154,698 | +128.3% | 0.00% | +100.0% |
| Q3 2015 | $1,608,000 | -57.1% | 67,748 | -51.9% | 0.00% | -50.0% |
| Q1 2015 | $3,749,000 | – | 140,919 | – | 0.00% | – |
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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% |