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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,852,952 | $93,662,000 | 10.66% |
| MFA WEALTH ADVISORS, LLC | 620,147 | $20,358,000 | 9.35% |
| Your Advocates Ltd., LLP | 411,207 | $13,500,000 | 8.74% |
| Lebenthal Global Advisors, LLC | 416,464 | $13,672,000 | 8.59% |
| PRW Wealth Management LLC | 500,134 | $16,419,000 | 8.22% |
| Opes Wealth Management LLC | 664,367 | $21,811,000 | 7.72% |
| Prairiewood Capital, LLC | 274,176 | $9,001,000 | 7.38% |
| STUDIO INVESTMENT MANAGEMENT LLC | 498,050 | $16,351,000 | 6.99% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,885,746 | $153,347,000 | 6.66% |
| Arlington Financial Advisors, LLC | 508,105 | $16,681,000 | 6.53% |