SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $28,545 | +3.3% | 884 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,643 | +7.6% | 884 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,698 | +16.8% | 884 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -12.0% | 884 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -13.8% | 884 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | 0.0% | 884 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | 0.0% | 884 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | 0.0% | 884 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 884 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | – | 884 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,852,952 | $93,662,000 | 10.66% |
| MFA WEALTH ADVISORS, LLC | 620,147 | $20,358,000 | 9.35% |
| Your Advocates Ltd., LLP | 411,207 | $13,500,000 | 8.74% |
| Lebenthal Global Advisors, LLC | 416,464 | $13,672,000 | 8.59% |
| PRW Wealth Management LLC | 500,134 | $16,419,000 | 8.22% |
| Opes Wealth Management LLC | 664,367 | $21,811,000 | 7.72% |
| Prairiewood Capital, LLC | 274,176 | $9,001,000 | 7.38% |
| STUDIO INVESTMENT MANAGEMENT LLC | 498,050 | $16,351,000 | 6.99% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,885,746 | $153,347,000 | 6.66% |
| Arlington Financial Advisors, LLC | 508,105 | $16,681,000 | 6.53% |