SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,965,649 | -2.2% | 427,224 | -0.6% | 0.15% | -14.8% |
| Q1 2024 | $15,306,416 | +4.0% | 429,835 | -1.5% | 0.18% | -7.4% |
| Q4 2023 | $14,717,267 | +5.7% | 436,326 | -0.8% | 0.19% | -8.7% |
| Q3 2023 | $13,925,097 | -3.5% | 439,694 | -1.6% | 0.21% | -8.0% |
| Q2 2023 | $14,427,809 | -1.3% | 446,820 | -4.4% | 0.23% | -16.9% |
| Q1 2023 | $14,620,086 | +3.8% | 467,543 | -3.5% | 0.27% | -20.9% |
| Q4 2022 | $14,080,417 | +381.2% | 484,362 | +316.3% | 0.34% | +278.0% |
| Q3 2022 | $2,926,000 | -18.9% | 116,355 | -8.8% | 0.09% | -16.5% |
| Q2 2022 | $3,610,000 | -46.7% | 127,533 | -39.2% | 0.11% | -50.9% |
| Q1 2022 | $6,767,000 | -25.1% | 209,916 | -24.4% | 0.22% | -24.0% |
| Q4 2021 | $9,030,000 | -6.6% | 277,757 | -5.7% | 0.29% | -17.3% |
| Q3 2021 | $9,670,000 | +4068.1% | 294,541 | +4132.5% | 0.35% | +3822.2% |
| Q2 2021 | $232,000 | -4.1% | 6,959 | -39.5% | 0.01% | -60.9% |
| Q1 2020 | $242,000 | – | 11,502 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |