SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 404 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,885 | -25.6% | 470 | -24.2% | 0.00% | – |
| Q2 2023 | $20,020 | +370.7% | 620 | +355.9% | 0.00% | – |
| Q1 2023 | $4,253 | +7.6% | 136 | 0.0% | 0.00% | – |
| Q4 2022 | $3,954 | +31.8% | 136 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 136 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -20.0% | 136 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 136 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 136 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | -91.2% | 136 | -90.2% | 0.00% | -100.0% |
| Q3 2020 | $34,000 | +3.0% | 1,391 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $33,000 | -92.7% | 1,391 | -93.5% | 0.00% | -94.9% |
| Q1 2020 | $451,000 | +166.9% | 21,451 | +266.5% | 0.04% | +225.0% |
| Q4 2019 | $169,000 | +7.6% | 5,853 | +2.7% | 0.01% | +33.3% |
| Q3 2019 | $157,000 | – | 5,700 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |