SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,445 | -1.9% | 614 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,826 | +104247.4% | 614 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $19 | +5.6% | 614 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $18 | -99.9% | 614 | -0.3% | 0.01% | -25.0% |
| Q3 2022 | $15,000 | -75.8% | 616 | -72.0% | 0.01% | -53.8% |
| Q2 2022 | $62,000 | -56.9% | 2,201 | -50.8% | 0.03% | -53.6% |
| Q1 2022 | $144,000 | +182.4% | 4,473 | +184.9% | 0.06% | +154.5% |
| Q4 2021 | $51,000 | -13.6% | 1,570 | -12.4% | 0.02% | -18.5% |
| Q3 2021 | $59,000 | -1.7% | 1,793 | 0.0% | 0.03% | -6.9% |
| Q2 2021 | $60,000 | +3.4% | 1,793 | 0.0% | 0.03% | +11.5% |
| Q1 2021 | $58,000 | +11.5% | 1,793 | 0.0% | 0.03% | +8.3% |
| Q4 2020 | $52,000 | +52.9% | 1,793 | +29.7% | 0.02% | +26.3% |
| Q3 2020 | $34,000 | -24.4% | 1,382 | -26.8% | 0.02% | -32.1% |
| Q2 2020 | $45,000 | -2.2% | 1,887 | +18.5% | 0.03% | -6.7% |
| Q4 2019 | $46,000 | – | 1,593 | – | 0.03% | – |
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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% |