SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $106,126 | -1.9% | 3,351 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $108,204 | +3.3% | 3,351 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $104,786 | +7.6% | 3,351 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $97,414 | +16.0% | 3,351 | 0.0% | 0.01% | -14.3% |
Q3 2022 | $84,000 | -9.7% | 3,351 | +1.8% | 0.01% | -6.7% |
Q2 2022 | $93,000 | -12.3% | 3,293 | 0.0% | 0.02% | -6.2% |
Q1 2022 | $106,000 | -0.9% | 3,293 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $107,000 | -0.9% | 3,293 | 0.0% | 0.02% | -42.9% |
Q3 2021 | $108,000 | -1.8% | 3,293 | 0.0% | 0.03% | +12.0% |
Q2 2021 | $110,000 | +3.8% | 3,293 | 0.0% | 0.02% | +4.2% |
Q1 2021 | $106,000 | +10.4% | 3,293 | 0.0% | 0.02% | +4.3% |
Q4 2020 | $96,000 | +18.5% | 3,293 | 0.0% | 0.02% | +4.5% |
Q3 2020 | $81,000 | +3.8% | 3,293 | 0.0% | 0.02% | -4.3% |
Q2 2020 | $78,000 | +34.5% | 3,293 | +64.2% | 0.02% | +15.0% |
Q4 2019 | $58,000 | – | 2,006 | – | 0.02% | – |
Download |
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% |