SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 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% |