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 | $14,885 | -1.9% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15,177 | +3.3% | 470 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,697 | +7.6% | 470 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,663 | +13.9% | 470 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -40.9% | 470 | -29.5% | 0.00% | -40.0% |
| Q1 2022 | $22,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | – | 667 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |