SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 319 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $140,350 | +1303.5% | 4,828 | +1328.4% | 0.00% | – |
| Q2 2022 | $10,000 | -94.2% | 338 | -93.7% | 0.00% | -100.0% |
| Q1 2022 | $172,000 | -7.5% | 5,338 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $186,000 | +6.3% | 5,714 | +7.0% | 0.00% | 0.0% |
| Q3 2021 | $175,000 | -1.7% | 5,338 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $178,000 | -73.8% | 5,338 | -74.8% | 0.00% | -75.0% |
| Q1 2021 | $680,000 | +9.7% | 21,183 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $620,000 | -34.0% | 21,183 | -44.6% | 0.01% | -48.0% |
| Q3 2020 | $940,000 | – | 38,245 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |