SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $48,000 | -2.0% | 1,498 | 0.0% | 0.01% | +25.0% |
Q4 2021 | $49,000 | 0.0% | 1,498 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $49,000 | -2.0% | 1,498 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $50,000 | -5.7% | 1,498 | -10.1% | 0.01% | -10.0% |
Q1 2021 | $53,000 | +8.2% | 1,666 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $49,000 | -95.7% | 1,666 | -96.4% | 0.01% | -96.4% |
Q3 2020 | $1,149,000 | -40.5% | 46,751 | -42.5% | 0.28% | -43.9% |
Q2 2020 | $1,930,000 | -12.8% | 81,287 | -22.8% | 0.50% | -30.4% |
Q1 2020 | $2,214,000 | -77.2% | 105,293 | -68.6% | 0.72% | -73.0% |
Q4 2019 | $9,709,000 | +11.4% | 335,722 | +6.2% | 2.65% | +0.1% |
Q3 2019 | $8,713,000 | +9.3% | 316,033 | +10.5% | 2.65% | +6.3% |
Q2 2019 | $7,969,000 | +15.9% | 286,053 | +14.7% | 2.49% | -0.8% |
Q1 2019 | $6,876,000 | +20.5% | 249,296 | +10.2% | 2.51% | +6.4% |
Q4 2018 | $5,705,000 | +4.9% | 226,192 | +24.6% | 2.36% | +20.1% |
Q3 2018 | $5,438,000 | +9.0% | 181,569 | +7.5% | 1.97% | +2.3% |
Q2 2018 | $4,989,000 | +17.9% | 168,885 | +19.6% | 1.92% | +17.6% |
Q1 2018 | $4,232,000 | +29.1% | 141,163 | +30.9% | 1.64% | +25.7% |
Q4 2017 | $3,279,000 | +5.7% | 107,854 | +3.8% | 1.30% | -4.3% |
Q3 2017 | $3,103,000 | +58.4% | 103,870 | +48.5% | 1.36% | +40.8% |
Q2 2017 | $1,959,000 | +10.2% | 69,945 | +5.5% | 0.97% | +5.2% |
Q1 2017 | $1,777,000 | – | 66,294 | – | 0.92% | – |
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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% |