SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,221,980 | -0.3% | 449,068 | +1.7% | 2.15% | +3.4% |
Q2 2023 | $14,257,775 | +13.3% | 441,554 | +9.7% | 2.08% | +4.0% |
Q1 2023 | $12,587,363 | +23.9% | 402,538 | +15.2% | 2.00% | +13.0% |
Q4 2022 | $10,157,814 | +57.2% | 349,426 | +36.0% | 1.77% | +44.1% |
Q3 2022 | $6,463,000 | +15.0% | 256,978 | +29.5% | 1.23% | +19.0% |
Q2 2022 | $5,619,000 | +28.8% | 198,481 | +46.7% | 1.03% | +51.2% |
Q1 2022 | $4,363,000 | +19.2% | 135,336 | +20.2% | 0.68% | +26.4% |
Q4 2021 | $3,660,000 | +41.7% | 112,585 | +43.1% | 0.54% | +28.5% |
Q3 2021 | $2,583,000 | – | 78,669 | – | 0.42% | – |
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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% |