SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,167 | +60.8% | 100 | +63.9% | 0.00% | – |
| Q2 2023 | $1,970 | +311.3% | 61 | -99.6% | 0.00% | -100.0% |
| Q1 2023 | $479 | +47800.0% | 15,313 | +32480.9% | 0.02% | – |
| Q4 2022 | $1 | – | 47 | +327.3% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -99.9% | 0.00% | -100.0% |
| Q2 2022 | $377,000 | +18750.0% | 13,308 | +22455.9% | 0.01% | – |
| Q1 2022 | $2,000 | -96.9% | 59 | -97.3% | 0.00% | -100.0% |
| Q4 2020 | $64,000 | +6300.0% | 2,200 | +4300.0% | 0.00% | – |
| Q2 2020 | $1,000 | -92.3% | 50 | -89.1% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | -23.5% | 460 | -37.2% | 0.00% | -50.0% |
| Q3 2015 | $17,000 | -10.5% | 732 | +2.2% | 0.00% | 0.0% |
| Q1 2015 | $19,000 | +58.3% | 716 | +74.6% | 0.00% | 0.0% |
| Q2 2014 | $12,000 | – | 410 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |