SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 273 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,022,945 | -64.4% | 127,027 | -63.7% | 0.09% | -63.4% |
| Q2 2023 | $11,312,672 | -68.3% | 350,346 | -69.3% | 0.24% | -65.6% |
| Q1 2023 | $35,663,747 | +982.1% | 1,140,510 | +905.9% | 0.71% | +659.1% |
| Q4 2022 | $3,295,898 | -10.7% | 113,378 | -0.2% | 0.09% | -39.2% |
| Q4 2021 | $3,692,000 | -64.4% | 113,563 | -63.5% | 0.15% | -56.4% |
| Q2 2021 | $10,359,000 | +91.2% | 311,256 | +84.4% | 0.35% | +16.2% |
| Q1 2021 | $5,418,000 | +985.8% | 168,798 | +806.3% | 0.30% | +941.4% |
| Q2 2017 | $499,000 | 0.0% | 18,625 | 0.0% | 0.03% | -47.3% |
| Q1 2017 | $499,000 | -35.8% | 18,625 | -39.6% | 0.06% | +7.8% |
| Q3 2016 | $777,000 | -24.2% | 30,838 | -28.6% | 0.05% | -33.8% |
| Q2 2016 | $1,025,000 | – | 43,190 | – | 0.08% | – |
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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% |