SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276,400 | +1.7% | 40,303 | +3.7% | 0.06% | +12.3% |
| Q2 2023 | $1,254,467 | +2.1% | 38,850 | -1.2% | 0.06% | +1.8% |
| Q1 2023 | $1,229,220 | -11.0% | 39,310 | -17.3% | 0.06% | -13.8% |
| Q4 2022 | $1,380,970 | +41.3% | 47,505 | +22.3% | 0.06% | +41.3% |
| Q3 2022 | $977,000 | -13.3% | 38,850 | -2.4% | 0.05% | -4.2% |
| Q2 2022 | $1,127,000 | -15.4% | 39,798 | -3.6% | 0.05% | -2.0% |
| Q1 2022 | $1,332,000 | -3.3% | 41,301 | -2.5% | 0.05% | -3.9% |
| Q4 2021 | $1,378,000 | – | 42,381 | – | 0.05% | – |
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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% |