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 | $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% | – |
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% |