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 2023 | $267,592 | -2.2% | 8,449 | -0.3% | 0.03% | -3.7% |
Q2 2023 | $273,735 | -4.4% | 8,477 | -7.4% | 0.03% | -12.9% |
Q1 2023 | $286,214 | +76.8% | 9,153 | +64.4% | 0.03% | +63.2% |
Q4 2022 | $161,891 | +149.1% | 5,569 | +116.8% | 0.02% | +111.1% |
Q3 2022 | $65,000 | +27.5% | 2,569 | +43.0% | 0.01% | 0.0% |
Q2 2022 | $51,000 | +920.0% | 1,797 | +1165.5% | 0.01% | +800.0% |
Q1 2022 | $5,000 | +400.0% | 142 | +189.8% | 0.00% | 0.0% |
Q4 2019 | $1,000 | – | 49 | – | 0.00% | – |
Download |
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% |