SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,721 | +11.1% | 117,501 | +13.2% | 0.14% | +12.6% |
| Q2 2023 | $3,350 | +5.5% | 103,757 | +2.2% | 0.13% | -4.5% |
| Q1 2023 | $3,175 | +48.0% | 101,548 | +37.6% | 0.13% | +38.5% |
| Q4 2022 | $2,145 | -99.9% | 73,801 | +10.5% | 0.10% | +14.3% |
| Q3 2022 | $1,680,000 | -11.3% | 66,813 | -0.1% | 0.08% | -7.7% |
| Q2 2022 | $1,893,000 | -8.7% | 66,857 | +4.0% | 0.09% | -2.2% |
| Q1 2022 | $2,073,000 | +1993.9% | 64,294 | +2005.2% | 0.09% | +2225.0% |
| Q4 2021 | $99,000 | +518.8% | 3,054 | +510.8% | 0.00% | +300.0% |
| Q3 2021 | $16,000 | -5.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | – | 500 | – | 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% |