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 | $71,384 | -1.9% | 2,254 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $72,782 | +136.5% | 2,254 | +129.1% | 0.00% | +100.0% |
Q1 2023 | $30,770 | +7.6% | 984 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $28,605 | +90.7% | 984 | +117.2% | 0.00% | +100.0% |
Q1 2022 | $15,000 | +36.4% | 453 | +36.9% | 0.00% | 0.0% |
Q4 2021 | $11,000 | +1000.0% | 331 | +635.6% | 0.00% | – |
Q3 2021 | $1,000 | -97.4% | 45 | -96.6% | 0.00% | -100.0% |
Q4 2019 | $38,000 | – | 1,324 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |