SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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 | 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% |