SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 32 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,056,000 | -9.6% | 161,291 | +1.8% | 0.09% | -4.3% |
| Q2 2022 | $4,486,000 | -14.9% | 158,455 | -3.1% | 0.09% | +2.2% |
| Q1 2022 | $5,271,000 | +2306.8% | 163,486 | +2058.5% | 0.09% | +1433.3% |
| Q4 2019 | $219,000 | -52.8% | 7,574 | -56.3% | 0.01% | -88.9% |
| Q2 2015 | $464,000 | +46.8% | 17,341 | +46.1% | 0.05% | +50.0% |
| Q1 2015 | $316,000 | -9.2% | 11,869 | -12.6% | 0.04% | -2.7% |
| Q4 2014 | $348,000 | -62.9% | 13,575 | -60.0% | 0.04% | -61.5% |
| Q3 2014 | $938,000 | -6.8% | 33,942 | +0.3% | 0.10% | -4.0% |
| Q2 2014 | $1,006,000 | – | 33,856 | – | 0.10% | – |
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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% |