SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7 | 0.0% | 217 | 0.0% | 0.00% | – |
Q2 2023 | $7 | -88.3% | 217 | -88.7% | 0.00% | -100.0% |
Q1 2023 | $60 | +7.1% | 1,926 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $56 | -99.9% | 1,926 | -32.7% | 0.00% | -50.0% |
Q2 2022 | $81,000 | -34.1% | 2,860 | -25.5% | 0.01% | -25.0% |
Q1 2022 | $123,000 | +17.1% | 3,837 | +18.6% | 0.01% | +33.3% |
Q4 2021 | $105,000 | +6.1% | 3,236 | +8.0% | 0.01% | 0.0% |
Q3 2021 | $99,000 | +83.3% | 2,997 | +84.1% | 0.01% | +50.0% |
Q2 2021 | $54,000 | +8.0% | 1,628 | +4.0% | 0.00% | +33.3% |
Q1 2021 | $50,000 | +1150.0% | 1,565 | +971.9% | 0.00% | – |
Q4 2020 | $4,000 | – | 146 | – | 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% |