SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,146,527 | -1.9% | 36,202 | 0.0% | 0.16% | +3.2% |
| Q2 2023 | $1,168,973 | +6.2% | 36,202 | +2.8% | 0.16% | -2.5% |
| Q1 2023 | $1,100,776 | -13.0% | 35,202 | -19.1% | 0.16% | -19.5% |
| Q4 2022 | $1,265,000 | +14.9% | 43,527 | -0.6% | 0.20% | +10.5% |
| Q3 2022 | $1,101,000 | -24.5% | 43,786 | -15.0% | 0.18% | -3.7% |
| Q2 2022 | $1,458,000 | -12.0% | 51,486 | +0.3% | 0.19% | -22.6% |
| Q1 2022 | $1,656,000 | +9.0% | 51,356 | +9.9% | 0.24% | +13.0% |
| Q4 2021 | $1,519,000 | +10.6% | 46,726 | +11.7% | 0.22% | +1.9% |
| Q3 2021 | $1,373,000 | -1.4% | 41,826 | 0.0% | 0.21% | -6.2% |
| Q2 2021 | $1,392,000 | +3.2% | 41,826 | -0.5% | 0.22% | -6.2% |
| Q1 2021 | $1,349,000 | +9.1% | 42,025 | -0.5% | 0.24% | -5.1% |
| Q4 2020 | $1,237,000 | – | 42,256 | – | 0.25% | – |
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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% |