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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $155,215 | +17.8% | 4,901 | +20.1% | 0.01% | +16.7% |
| Q2 2023 | $131,809 | +3.3% | 4,082 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $127,645 | +7.6% | 4,082 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $118,664 | +3.2% | 4,082 | -10.9% | 0.01% | -7.7% |
| Q3 2022 | $115,000 | +1.8% | 4,583 | +14.4% | 0.01% | +8.3% |
| Q2 2022 | $113,000 | -12.4% | 4,007 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $129,000 | +760.0% | 4,007 | +812.8% | 0.01% | +500.0% |
| Q2 2021 | $15,000 | -11.8% | 439 | -46.6% | 0.00% | -33.3% |
| Q1 2020 | $17,000 | -29.2% | 822 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $24,000 | +4.3% | 822 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 822 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | – | 822 | – | 0.00% | – |
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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% |