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 | $163,639 | +568.6% | 5,167 | +581.7% | 0.00% | – |
Q2 2023 | $24,476 | +3.3% | 758 | 0.0% | 0.00% | – |
Q1 2023 | $23,703 | +7.6% | 758 | 0.0% | 0.00% | – |
Q4 2022 | $22,035 | +16.0% | 758 | 0.0% | 0.00% | – |
Q3 2022 | $19,000 | -58.7% | 758 | -53.5% | 0.00% | -100.0% |
Q2 2022 | $46,000 | +4.5% | 1,630 | +20.7% | 0.00% | 0.0% |
Q1 2022 | $44,000 | 0.0% | 1,350 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $44,000 | +131.6% | 1,350 | +128.0% | 0.00% | – |
Q3 2021 | $19,000 | -5.0% | 592 | 0.0% | 0.00% | – |
Q2 2021 | $20,000 | +1900.0% | 592 | +2176.9% | 0.00% | – |
Q1 2021 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q3 2019 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q2 2019 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q1 2019 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q4 2018 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q3 2018 | $1,000 | -99.5% | 26 | -99.6% | 0.00% | -100.0% |
Q2 2017 | $194,000 | +4.3% | 6,942 | 0.0% | 0.02% | -5.6% |
Q1 2017 | $186,000 | – | 6,942 | – | 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% |