SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $879,502 | +1.4% | 25,107 | +3.1% | 0.00% | -33.3% |
| Q1 2024 | $867,428 | -12.5% | 24,359 | -17.1% | 0.00% | 0.0% |
| Q4 2023 | $990,992 | +80.9% | 29,380 | +69.9% | 0.00% | +50.0% |
| Q3 2023 | $547,785 | +0.2% | 17,296 | +2.2% | 0.00% | 0.0% |
| Q2 2023 | $546,658 | +183342.3% | 16,929 | +76.9% | 0.00% | +100.0% |
| Q1 2023 | $298 | +29.0% | 9,570 | +20.1% | 0.00% | 0.0% |
| Q4 2022 | $231 | -99.8% | 7,966 | +49.7% | 0.00% | 0.0% |
| Q3 2022 | $133,000 | -13.6% | 5,323 | -2.8% | 0.00% | 0.0% |
| Q2 2022 | $154,000 | -52.5% | 5,478 | -45.7% | 0.00% | -50.0% |
| Q1 2022 | $324,000 | +95.2% | 10,096 | +95.9% | 0.00% | +100.0% |
| Q4 2021 | $166,000 | +61.2% | 5,153 | +63.2% | 0.00% | 0.0% |
| Q3 2021 | $103,000 | +14.4% | 3,157 | +15.3% | 0.00% | 0.0% |
| Q2 2021 | $90,000 | +32.4% | 2,737 | +27.8% | 0.00% | – |
| Q1 2021 | $68,000 | +106.1% | 2,141 | +88.5% | 0.00% | – |
| Q4 2020 | $33,000 | +22.2% | 1,136 | 0.0% | 0.00% | – |
| Q3 2020 | $27,000 | -38.6% | 1,136 | -39.3% | 0.00% | – |
| Q2 2020 | $44,000 | +10.0% | 1,871 | -2.3% | 0.00% | -100.0% |
| Q1 2020 | $40,000 | +21.2% | 1,916 | +68.7% | 0.00% | – |
| Q4 2019 | $33,000 | +6.5% | 1,136 | 0.0% | 0.00% | – |
| Q3 2019 | $31,000 | -3.1% | 1,136 | 0.0% | 0.00% | – |
| Q2 2019 | $32,000 | – | 1,136 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |