SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
Download | ||||||
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% |