SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $408,975 | -5.5% | 11,675 | -3.9% | 0.32% | +27.0% |
| Q1 2024 | $432,626 | -3.0% | 12,149 | -8.1% | 0.25% | -18.7% |
| Q4 2023 | $446,046 | +6.5% | 13,224 | 0.0% | 0.31% | -1.0% |
| Q3 2023 | $418,804 | -1.9% | 13,224 | 0.0% | 0.31% | -8.5% |
| Q2 2023 | $427,003 | +112.4% | 13,224 | +96.9% | 0.34% | +192.3% |
| Q3 2018 | $201,000 | 0.0% | 6,717 | 0.0% | 0.12% | -4.9% |
| Q1 2018 | $201,000 | 0.0% | 6,717 | 0.0% | 0.12% | -7.5% |
| Q3 2017 | $201,000 | -25.8% | 6,717 | -41.2% | 0.13% | -52.5% |
| Q2 2016 | $271,000 | -42.3% | 11,416 | -42.4% | 0.28% | -66.1% |
| Q3 2015 | $470,000 | +16.6% | 19,816 | +31.4% | 0.82% | +172.3% |
| Q2 2015 | $403,000 | -30.6% | 15,077 | -31.0% | 0.30% | -31.1% |
| Q1 2015 | $581,000 | +21.0% | 21,837 | +16.8% | 0.44% | +31.0% |
| Q4 2014 | $480,000 | -9.4% | 18,695 | -2.6% | 0.34% | -20.9% |
| Q3 2014 | $530,000 | – | 19,201 | – | 0.42% | – |
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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% |