SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $586,000 | -65.0% | 23,313 | -60.6% | 0.02% | -66.0% |
Q2 2022 | $1,673,000 | -34.9% | 59,110 | -25.9% | 0.05% | -23.0% |
Q1 2022 | $2,571,000 | +17.7% | 79,750 | +18.7% | 0.06% | +8.9% |
Q4 2021 | $2,185,000 | +32.3% | 67,213 | +33.6% | 0.06% | +14.3% |
Q3 2021 | $1,651,000 | +121.0% | 50,301 | +124.0% | 0.05% | +88.5% |
Q2 2021 | $747,000 | +6.6% | 22,452 | +2.8% | 0.03% | -25.7% |
Q1 2021 | $701,000 | +10.7% | 21,836 | +1.0% | 0.04% | -25.5% |
Q4 2020 | $633,000 | +19.2% | 21,627 | 0.0% | 0.05% | -2.1% |
Q3 2020 | $531,000 | – | 21,627 | – | 0.05% | – |
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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% |