SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,769,654 | +18.5% | 150,605 | +20.8% | 0.82% | +20.9% |
| Q2 2023 | $4,024,845 | +6.6% | 124,647 | +3.2% | 0.68% | +4.1% |
| Q1 2023 | $3,777,197 | +16.2% | 120,793 | +8.0% | 0.65% | +13.0% |
| Q4 2022 | $3,251,790 | +31.3% | 111,861 | +13.6% | 0.58% | +22.2% |
| Q3 2022 | $2,477,000 | +27.6% | 98,474 | +43.6% | 0.47% | +36.3% |
| Q2 2022 | $1,941,000 | +27.0% | 68,554 | +44.6% | 0.35% | +43.4% |
| Q1 2022 | $1,528,000 | +18.0% | 47,403 | +24.7% | 0.24% | +21.6% |
| Q4 2021 | $1,295,000 | +29.1% | 38,022 | +24.4% | 0.20% | +21.3% |
| Q3 2021 | $1,003,000 | +60.2% | 30,553 | +62.5% | 0.16% | +59.2% |
| Q2 2021 | $626,000 | +168.7% | 18,806 | +159.2% | 0.10% | +151.2% |
| Q1 2021 | $233,000 | – | 7,255 | – | 0.04% | – |
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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% |