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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $107,995 | +16.1% | 3,715 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $93,000 | +78.8% | 3,715 | +102.2% | 0.01% | +80.0% |
| Q2 2022 | $52,000 | -11.9% | 1,837 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $59,000 | -1.7% | 1,837 | 0.0% | 0.01% | -28.6% |
| Q4 2021 | $60,000 | 0.0% | 1,837 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $60,000 | +9.1% | 1,837 | +11.3% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +3.8% | 1,650 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +10.4% | 1,650 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $48,000 | -27.3% | 1,650 | -38.3% | 0.01% | -40.0% |
| Q3 2020 | $66,000 | +3.1% | 2,675 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $64,000 | +36.2% | 2,675 | +19.2% | 0.01% | 0.0% |
| Q1 2020 | $47,000 | -27.7% | 2,245 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $65,000 | +4.8% | 2,245 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $62,000 | -1.6% | 2,245 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $63,000 | – | 2,245 | – | 0.01% | – |
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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% |