SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,176 | -32.2% | 195 | -30.9% | 0.00% | -100.0% |
| Q2 2023 | $9,106 | -54.5% | 282 | -54.4% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | 0.0% | 619 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -25.9% | 619 | -24.9% | 0.00% | -50.0% |
| Q2 2021 | $27,000 | -18.2% | 824 | -19.6% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +10.0% | 1,025 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $30,000 | -71.4% | 1,025 | -79.5% | 0.00% | -76.9% |
| Q1 2020 | $105,000 | -28.1% | 5,000 | -1.0% | 0.01% | 0.0% |
| Q4 2019 | $146,000 | +5.0% | 5,052 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $139,000 | -1.4% | 5,052 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $141,000 | +1.4% | 5,052 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $139,000 | +9.4% | 5,052 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $127,000 | -15.9% | 5,052 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $151,000 | +1.3% | 5,052 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $149,000 | -1.3% | 5,052 | 0.0% | 0.02% | -11.1% |
| Q1 2018 | $151,000 | -1.9% | 5,052 | 0.0% | 0.02% | -5.3% |
| Q4 2017 | $154,000 | +2.0% | 5,052 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $151,000 | +6.3% | 5,052 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $142,000 | +5.2% | 5,052 | 0.0% | 0.02% | +17.6% |
| Q1 2017 | $135,000 | – | 5,052 | – | 0.02% | – |
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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% |