SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $922 | +26.3% | 28,543 | +22.3% | 0.08% | +37.3% |
| Q1 2023 | $730 | -100.0% | 23,344 | +24.8% | 0.06% | +22.9% |
| Q4 2022 | $543,677,890 | +127824.2% | 18,702 | +10.6% | 0.05% | +14.3% |
| Q3 2022 | $425,000 | -82.2% | 16,915 | -63.9% | 0.04% | -82.6% |
| Q2 2022 | $2,391,000 | +1022.5% | 46,905 | +610.6% | 0.24% | +1244.4% |
| Q1 2022 | $213,000 | -83.0% | 6,601 | -83.9% | 0.02% | -89.8% |
| Q2 2021 | $1,251,000 | -20.5% | 41,100 | -16.1% | 0.18% | -12.4% |
| Q1 2021 | $1,574,000 | – | 48,982 | – | 0.20% | – |
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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% |