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 | $34,080 | -1.9% | 1,076 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $34,748 | +3.3% | 1,076 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $33,622 | +108358.1% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31 | -99.9% | 1,075 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -55.7% | 1,074 | -50.5% | 0.00% | -50.0% |
| Q2 2022 | $61,000 | +74.3% | 2,171 | +102.3% | 0.00% | +100.0% |
| Q1 2022 | $35,000 | 0.0% | 1,073 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | 0.0% | 1,083 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $35,000 | -2.8% | 1,081 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +2.9% | 1,071 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | +12.9% | 1,077 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +19.2% | 1,070 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | 0.0% | 1,069 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +13.0% | 1,082 | +0.1% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -25.8% | 1,081 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | -70.5% | 1,081 | -69.1% | 0.00% | -75.0% |
| Q3 2018 | $105,000 | -76.9% | 3,497 | -78.4% | 0.00% | -86.2% |
| Q2 2017 | $454,000 | – | 16,194 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |