SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 404 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,624 | +21.8% | 38,449 | +24.2% | 0.02% | -6.2% |
| Q2 2023 | $999,607 | -3.8% | 30,959 | -6.8% | 0.02% | -11.1% |
| Q1 2023 | $1,038,969 | +140.4% | 33,225 | +123.5% | 0.02% | +125.0% |
| Q4 2022 | $432,178 | +14.9% | 14,866 | -0.2% | 0.01% | 0.0% |
| Q3 2022 | $376,000 | -22.0% | 14,902 | -12.8% | 0.01% | -20.0% |
| Q2 2022 | $482,000 | -51.6% | 17,098 | -44.6% | 0.01% | -28.6% |
| Q1 2022 | $995,000 | +80.6% | 30,865 | +82.1% | 0.01% | 0.0% |
| Q4 2021 | $551,000 | +0.4% | 16,953 | +1.3% | 0.01% | 0.0% |
| Q3 2021 | $549,000 | – | 16,728 | – | 0.01% | – |
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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% |