SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,000 | +50.0% | 106 | +34.2% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 79 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -50.0% | 79 | -55.9% | 0.00% | -100.0% |
| Q3 2021 | $6,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | -53.8% | 179 | -56.8% | 0.00% | -50.0% |
| Q1 2021 | $13,000 | +160.0% | 414 | +131.3% | 0.00% | +100.0% |
| Q4 2020 | $5,000 | +25.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | -20.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | +33.3% | 179 | +79.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | – | 100 | – | 0.00% | – |
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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% |