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 | $1,870,833 | -5.0% | 59,073 | -3.2% | 0.61% | +0.8% |
| Q2 2023 | $1,970,310 | +18.2% | 61,019 | +14.4% | 0.61% | +20.4% |
| Q1 2023 | $1,667,321 | +13.6% | 53,320 | +10.0% | 0.50% | +38.5% |
| Q4 2022 | $1,467,181 | +28.9% | 48,486 | +9.4% | 0.36% | +18.6% |
| Q3 2022 | $1,138,000 | -4.6% | 44,315 | +5.2% | 0.31% | -1.3% |
| Q2 2022 | $1,193,000 | +6.3% | 42,123 | +13.4% | 0.31% | +6.5% |
| Q1 2022 | $1,122,000 | – | 37,149 | – | 0.29% | – |
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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% |