SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,740 | +30.8% | 12,401 | +33.3% | 0.00% | +100.0% |
| Q2 2023 | $300,329 | +33.1% | 9,301 | +28.9% | 0.00% | 0.0% |
| Q1 2023 | $225,613 | +8.5% | 7,215 | +12.8% | 0.00% | 0.0% |
| Q4 2021 | $208,000 | -58.0% | 6,394 | -58.5% | 0.00% | -66.7% |
| Q1 2021 | $495,000 | +8.8% | 15,418 | -0.8% | 0.00% | 0.0% |
| Q4 2020 | $455,000 | +22.0% | 15,538 | +2.2% | 0.00% | 0.0% |
| Q3 2020 | $373,000 | – | 15,201 | – | 0.00% | – |
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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% |