SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,367,322 | +6.3% | 43,174 | +8.3% | 0.02% | +5.6% |
| Q2 2023 | $1,286,667 | +53.7% | 39,847 | +38.4% | 0.02% | +20.0% |
| Q1 2023 | $837,058 | 0.0% | 28,795 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $837,058 | +10.1% | 28,795 | -4.7% | 0.02% | -6.2% |
| Q3 2022 | $760,000 | -32.2% | 30,228 | -23.7% | 0.02% | -27.3% |
| Q2 2022 | $1,121,000 | +84.1% | 39,611 | +109.8% | 0.02% | +83.3% |
| Q1 2022 | $609,000 | +8.4% | 18,882 | +9.1% | 0.01% | +9.1% |
| Q4 2021 | $562,000 | +38.1% | 17,301 | +39.5% | 0.01% | +37.5% |
| Q3 2021 | $407,000 | -4.0% | 12,402 | -2.5% | 0.01% | -20.0% |
| Q2 2021 | $424,000 | +6.8% | 12,726 | +2.8% | 0.01% | -50.0% |
| Q1 2021 | $397,000 | +22.5% | 12,380 | +11.9% | 0.02% | +17.6% |
| Q4 2020 | $324,000 | +24.1% | 11,059 | +4.1% | 0.02% | -15.0% |
| Q3 2020 | $261,000 | +7.0% | 10,619 | +3.3% | 0.02% | -13.0% |
| Q2 2020 | $244,000 | – | 10,279 | – | 0.02% | – |
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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% |