SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,133 | -43.1% | 67,344 | -42.0% | 0.01% | -43.5% |
Q2 2023 | $3,749 | +10313.9% | 116,106 | +10058.0% | 0.02% | – |
Q1 2023 | $36 | -98.5% | 1,143 | -98.6% | 0.00% | -100.0% |
Q4 2022 | $2,347 | -99.9% | 80,721 | -0.6% | 0.02% | +6.2% |
Q3 2022 | $2,043,000 | +22.5% | 81,214 | +37.9% | 0.02% | +23.1% |
Q2 2022 | $1,668,000 | +6.4% | 58,902 | +21.1% | 0.01% | +18.2% |
Q1 2022 | $1,568,000 | +32.5% | 48,650 | +33.7% | 0.01% | +37.5% |
Q4 2021 | $1,183,000 | +0.4% | 36,385 | +2.8% | 0.01% | -11.1% |
Q2 2021 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $1,178,000 | 0.0% | 35,400 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $1,178,000 | +23460.0% | 35,400 | +17338.4% | 0.01% | – |
Q4 2018 | $5,000 | 0.0% | 203 | +12.8% | 0.00% | – |
Q3 2018 | $5,000 | – | 180 | – | 0.00% | – |
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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% |