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 | $482,980 | -16.0% | 15,250 | -14.4% | 0.04% | -18.2% |
Q2 2023 | $575,195 | +17.7% | 17,813 | +14.0% | 0.06% | +10.0% |
Q1 2023 | $488,772 | +7.6% | 15,631 | 0.0% | 0.05% | -5.7% |
Q4 2022 | $454,384 | -14.4% | 15,631 | -26.0% | 0.05% | -17.2% |
Q3 2022 | $531,000 | -24.5% | 21,113 | -15.0% | 0.06% | -26.4% |
Q2 2022 | $703,000 | -12.8% | 24,835 | -0.6% | 0.09% | -7.4% |
Q1 2022 | $806,000 | -35.7% | 24,990 | -35.2% | 0.09% | -40.5% |
Q4 2021 | $1,253,000 | -1.8% | 38,551 | -0.8% | 0.16% | -20.2% |
Q3 2021 | $1,276,000 | -22.5% | 38,856 | -21.5% | 0.20% | -23.3% |
Q2 2021 | $1,646,000 | +24.4% | 49,471 | +20.0% | 0.26% | -8.2% |
Q1 2021 | $1,323,000 | +16.8% | 41,230 | +6.6% | 0.28% | -1.4% |
Q4 2020 | $1,133,000 | – | 38,695 | – | 0.28% | – |
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% |