SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |