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 | $1,704,000 | -2.9% | 53,797 | -1.0% | 0.11% | +9.2% |
| Q2 2023 | $1,754,000 | +122901.4% | 54,328 | +10.8% | 0.10% | +6.5% |
| Q4 2022 | $1,426 | -100.0% | 49,043 | -64.0% | 0.09% | -93.5% |
| Q1 2022 | $8,116,000 | +270433.3% | 136,412 | +134961.4% | 1.42% | – |
| Q4 2020 | $3,000 | +50.0% | 101 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -33.3% | 101 | -34.0% | 0.00% | – |
| Q1 2020 | $3,000 | -66.7% | 153 | -52.3% | 0.00% | -100.0% |
| Q4 2019 | $9,000 | 0.0% | 321 | -2.7% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | – | 330 | – | 0.00% | – |
Download | ||||||
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% |