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 | $69,104 | +0.3% | 2,182 | +2.2% | 0.04% | +14.3% |
| Q2 2023 | $68,907 | +17.7% | 2,134 | +14.0% | 0.04% | +9.4% |
| Q1 2023 | $58,537 | +108301.9% | 1,872 | 0.0% | 0.03% | +6.7% |
| Q4 2022 | $54 | -99.9% | 1,872 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $47,000 | +80.8% | 1,872 | +100.9% | 0.03% | +93.3% |
| Q2 2022 | $26,000 | +333.3% | 932 | +412.1% | 0.02% | +400.0% |
| Q1 2022 | $6,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +25.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 182 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $4,000 | -20.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | – | 182 | – | 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% |