SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,114,831 | -2.9% | 35,201 | -1.0% | 0.12% | -2.4% |
| Q2 2023 | $1,148,635 | +0.4% | 35,572 | -2.7% | 0.12% | -4.6% |
| Q1 2023 | $1,143,496 | +1.8% | 36,568 | -5.4% | 0.13% | -5.8% |
| Q4 2022 | $1,123,119 | +14.1% | 38,635 | -1.3% | 0.14% | +3.0% |
| Q3 2022 | $984,000 | -11.5% | 39,143 | -0.4% | 0.13% | -8.8% |
| Q2 2022 | $1,112,000 | -12.4% | 39,292 | -0.3% | 0.15% | -6.4% |
| Q1 2022 | $1,270,000 | -0.9% | 39,394 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $1,281,000 | -9.7% | 39,394 | -8.9% | 0.16% | -14.7% |
| Q3 2021 | $1,419,000 | -2.5% | 43,221 | -1.2% | 0.18% | -5.2% |
| Q2 2021 | $1,456,000 | +2.3% | 43,751 | -1.3% | 0.19% | -8.1% |
| Q1 2021 | $1,423,000 | +9.0% | 44,334 | -0.6% | 0.21% | -1.4% |
| Q4 2020 | $1,306,000 | +17.8% | 44,597 | -1.2% | 0.21% | 0.0% |
| Q3 2020 | $1,109,000 | -0.7% | 45,145 | -4.0% | 0.21% | -6.1% |
| Q2 2020 | $1,117,000 | -89.1% | 47,039 | -90.3% | 0.23% | -90.0% |
| Q1 2020 | $10,238,000 | – | 486,837 | – | 2.28% | – |
Download | ||||||
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% |