SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $618 | +2.1% | 19,764 | -5.0% | 0.25% | -5.9% |
| Q4 2022 | $605 | -99.9% | 20,804 | +15.0% | 0.27% | +24.0% |
| Q3 2022 | $455,000 | -11.0% | 18,091 | +0.2% | 0.22% | -7.3% |
| Q2 2022 | $511,000 | -13.7% | 18,056 | -1.7% | 0.23% | -3.3% |
| Q1 2022 | $592,000 | +0.7% | 18,373 | +1.6% | 0.24% | +5.7% |
| Q4 2021 | $588,000 | +4.8% | 18,081 | +5.7% | 0.23% | -2.1% |
| Q3 2021 | $561,000 | +5.3% | 17,102 | +6.8% | 0.23% | +1.3% |
| Q2 2021 | $533,000 | +3.7% | 16,015 | 0.0% | 0.23% | -17.8% |
| Q1 2021 | $514,000 | +9.6% | 16,015 | 0.0% | 0.28% | +0.7% |
| Q4 2020 | $469,000 | +21.2% | 16,015 | +1.6% | 0.28% | +6.9% |
| Q3 2020 | $387,000 | +3.5% | 15,756 | +0.0% | 0.26% | -7.1% |
| Q2 2020 | $374,000 | +12.7% | 15,751 | -0.1% | 0.28% | -3.1% |
| Q1 2020 | $332,000 | – | 15,770 | – | 0.29% | – |
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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% |