SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 436 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,481 | +5.3% | 42,270 | +7.1% | 0.00% | 0.0% |
| Q1 2024 | $1,406 | +17.5% | 39,471 | +11.2% | 0.00% | +33.3% |
| Q4 2023 | $1,197 | +10.5% | 35,499 | +3.8% | 0.00% | 0.0% |
| Q3 2023 | $1,083 | +43.6% | 34,207 | +46.6% | 0.00% | +50.0% |
| Q2 2023 | $754 | +26.5% | 23,337 | +22.5% | 0.00% | 0.0% |
| Q1 2023 | $596 | +36.7% | 19,049 | +27.0% | 0.00% | +100.0% |
| Q4 2022 | $436 | -99.8% | 14,994 | +69.7% | 0.00% | 0.0% |
| Q3 2022 | $250,000 | 0.0% | 8,833 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $250,000 | -20.9% | 8,833 | -9.8% | 0.00% | 0.0% |
| Q1 2022 | $316,000 | +14.1% | 9,798 | +15.0% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | +15.4% | 8,517 | +16.5% | 0.00% | 0.0% |
| Q3 2021 | $240,000 | -13.7% | 7,310 | -23.9% | 0.00% | 0.0% |
| Q4 2019 | $278,000 | -21.5% | 9,605 | -24.4% | 0.00% | -50.0% |
| Q3 2019 | $354,000 | 0.0% | 12,708 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $354,000 | +13.1% | 12,708 | +11.9% | 0.00% | 0.0% |
| Q1 2019 | $313,000 | – | 11,361 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |