Tortoise Investment Management, LLC - SCHWAB STRATEGIC TR ownership

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
Tortoise Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$3,064
+7.5%
980.0%0.00%
Q4 2022$2,849
+42.4%
980.0%0.00%
Q3 2022$2,000
-33.3%
980.0%0.00%
-100.0%
Q2 2022$3,0000.0%980.0%0.00%0.0%
Q1 2022$3,0000.0%980.0%0.00%0.0%
Q4 2021$3,000
-66.7%
98
-66.1%
0.00%
-50.0%
Q3 2018$9,0000.0%2890.0%0.00%0.0%
Q2 2018$9,0002890.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 3,145,890$79,119,0009.72%
Von Berge Wealth Management Group, LLC 283,870$7,259,0007.72%
Arlington Financial Advisors, LLC 538,057$13,532,0006.87%
RHS Financial, LLC 306,906$7,719,0006.86%
MFA WEALTH ADVISORS, LLC 729,624$18,350,0006.80%
Lee Financial Co 1,427,139$35,893,0006.71%
Opes Wealth Management LLC 636,060$15,997,0006.40%
Charles Schwab Investment Advisory, Inc. 129,381,902$3,253,955,0005.95%
Prairiewood Capital, LLC 285,024$7,168,0005.91%
STUDIO INVESTMENT MANAGEMENT LLC 606,263$15,247,514,0005.49%
View complete list of SCHWAB STRATEGIC TR shareholders