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 | $327,440 | -1.9% | 10,339 | 0.0% | 0.08% | +7.6% |
| Q2 2023 | $333,850 | +3.4% | 10,339 | +0.1% | 0.08% | -4.8% |
| Q1 2023 | $323,008 | +7.6% | 10,330 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $300,283 | +15.8% | 10,330 | +0.2% | 0.08% | +2.4% |
| Q3 2022 | $259,386 | +6.7% | 10,314 | +20.3% | 0.08% | +9.2% |
| Q2 2022 | $243,000 | -12.0% | 8,573 | +0.3% | 0.08% | +5.6% |
| Q1 2022 | $276,000 | -3.8% | 8,548 | -3.3% | 0.07% | -2.7% |
| Q4 2021 | $287,000 | +3.2% | 8,843 | +5.9% | 0.07% | -7.5% |
| Q2 2021 | $278,000 | +6.1% | 8,351 | +2.3% | 0.08% | -12.1% |
| Q1 2021 | $262,000 | +10.1% | 8,165 | +0.4% | 0.09% | +8.3% |
| Q4 2020 | $238,000 | – | 8,135 | – | 0.08% | – |
Download | ||||||
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% |