SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |