SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,009 | +15.3% | 6,568 | +17.6% | 0.00% | 0.0% |
| Q2 2023 | $180,340 | +15.6% | 5,585 | +11.9% | 0.00% | +50.0% |
| Q1 2023 | $156,037 | +11.2% | 4,990 | +3.4% | 0.00% | 0.0% |
| Q4 2022 | $140,350 | +31.2% | 4,828 | +13.0% | 0.00% | 0.0% |
| Q3 2022 | $107,000 | -17.1% | 4,271 | -6.5% | 0.00% | 0.0% |
| Q2 2022 | $129,000 | -12.2% | 4,569 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $147,000 | -1.3% | 4,569 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $149,000 | -2.6% | 4,569 | -1.9% | 0.00% | 0.0% |
| Q3 2021 | $153,000 | +595.5% | 4,659 | +608.1% | 0.00% | – |
| Q2 2021 | $22,000 | +15.8% | 658 | +9.5% | 0.00% | – |
| Q1 2021 | $19,000 | +1800.0% | 601 | +1102.0% | 0.00% | – |
| Q1 2020 | $1,000 | – | 50 | – | 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% |