SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $325,061 | -44.4% | 10,264 | -43.3% | 0.00% | -66.7% |
Q2 2023 | $584,643 | -72.1% | 18,106 | -72.9% | 0.01% | -78.6% |
Q1 2023 | $2,091,932 | +730.1% | 66,899 | +773.2% | 0.04% | +500.0% |
Q3 2021 | $252,000 | -57.8% | 7,661 | -69.5% | 0.01% | -46.2% |
Q2 2020 | $597,000 | +101.7% | 25,148 | +146.0% | 0.01% | +550.0% |
Q4 2019 | $296,000 | +17.9% | 10,222 | +21.7% | 0.00% | -91.3% |
Q3 2017 | $251,000 | – | 8,396 | – | 0.02% | – |
Download |
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% |