SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,149,361 | -4.5% | 61,358 | -2.1% | 0.61% | -6.8% |
| Q1 2024 | $2,251,388 | +13.4% | 62,678 | +4.0% | 0.66% | +10.2% |
| Q4 2023 | $1,985,992 | +6.2% | 60,255 | +2.0% | 0.60% | -2.6% |
| 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 ↓ |
|---|---|---|---|
| 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% |