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 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 | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |