SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 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% |