SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 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 2023 | $930,974 | +54.2% | 28,818 | +49.4% | 0.00% | +300.0% |
| Q1 2023 | $603,808 | +11.6% | 19,288 | +3.6% | 0.00% | -66.7% |
| Q4 2022 | $541,246 | -3.2% | 18,609 | -16.2% | 0.00% | -57.1% |
| Q3 2022 | $559,000 | +22.6% | 22,207 | +35.3% | 0.01% | +40.0% |
| Q2 2022 | $456,000 | +14.0% | 16,415 | +32.2% | 0.01% | -16.7% |
| Q1 2022 | $400,000 | +58.7% | 12,420 | +60.1% | 0.01% | +50.0% |
| Q4 2021 | $252,000 | -1.2% | 7,756 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $255,000 | -0.8% | 7,756 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $257,000 | +16.3% | 7,714 | +12.0% | 0.01% | +20.0% |
| Q1 2021 | $221,000 | – | 6,890 | – | 0.01% | – |
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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% |