SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 319 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,933 | +0.6% | 4,008 | +2.5% | 0.02% | 0.0% |
| Q2 2023 | $126,222 | +5.3% | 3,909 | +1.9% | 0.02% | -6.2% |
| Q1 2023 | $119,920 | -35.8% | 3,835 | -40.3% | 0.02% | -40.7% |
| Q4 2022 | $186,658 | +63.7% | 6,421 | +41.7% | 0.03% | +35.0% |
| Q3 2022 | $114,000 | +1528.6% | 4,533 | +1691.7% | 0.02% | +1900.0% |
| Q2 2022 | $7,000 | -61.1% | 253 | -53.4% | 0.00% | -66.7% |
| Q1 2022 | $18,000 | +125.0% | 543 | +114.6% | 0.00% | +200.0% |
| Q4 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -84.0% | 253 | -86.0% | 0.00% | -86.7% |
| Q2 2019 | $50,000 | +1150.0% | 1,802 | +1134.2% | 0.02% | +1400.0% |
| Q4 2018 | $4,000 | -90.7% | 146 | -89.9% | 0.00% | -95.7% |
| Q1 2018 | $43,000 | -2.3% | 1,441 | 0.0% | 0.02% | -4.2% |
| Q4 2017 | $44,000 | +2.3% | 1,441 | 0.0% | 0.02% | -7.7% |
| Q3 2017 | $43,000 | – | 1,441 | – | 0.03% | – |
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% |