SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,454 | +45.8% | 1,254 | +27.8% | 0.00% | +50.0% |
| Q3 2022 | $25,000 | +4.2% | 981 | +15.4% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -57.9% | 850 | -51.7% | 0.00% | -50.0% |
| Q1 2022 | $57,000 | +103.6% | 1,761 | +107.2% | 0.00% | +100.0% |
| Q4 2021 | $28,000 | 0.0% | 850 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $28,000 | +180.0% | 850 | +185.2% | 0.00% | +100.0% |
| Q2 2021 | $10,000 | +233.3% | 298 | +131.0% | 0.00% | – |
| Q2 2020 | $3,000 | -66.7% | 129 | -69.1% | 0.00% | -100.0% |
| Q1 2020 | $9,000 | +125.0% | 418 | +219.1% | 0.00% | – |
| Q4 2019 | $4,000 | -42.9% | 131 | -41.8% | 0.00% | -100.0% |
| Q4 2017 | $7,000 | 0.0% | 225 | +2.3% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | +16.7% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | +20.0% | 220 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | -58.3% | 215 | -58.6% | 0.00% | -50.0% |
| Q1 2016 | $12,000 | – | 519 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |