SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 333 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,106,104 | +5.6% | 573,968 | +7.4% | 2.36% | +0.7% |
| Q1 2024 | $19,031,378 | +10.8% | 534,439 | +5.0% | 2.35% | +1.4% |
| Q4 2023 | $17,168,878 | +20.7% | 509,009 | +13.3% | 2.31% | +7.4% |
| 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 ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |