SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,369,010 | -4.5% | 77,296 | +3.9% | 0.78% | +5.2% |
| Q2 2023 | $2,481,615 | -9.0% | 74,389 | -14.7% | 0.74% | -17.3% |
| Q1 2023 | $2,726,803 | -2.4% | 87,202 | -0.9% | 0.89% | -7.2% |
| Q4 2022 | $2,795,171 | +7.8% | 88,037 | -7.8% | 0.96% | -2.6% |
| Q3 2022 | $2,592,000 | -9.0% | 95,508 | -5.0% | 0.99% | -14.3% |
| Q2 2022 | $2,847,000 | -11.3% | 100,578 | -0.3% | 1.15% | +1.2% |
| Q1 2022 | $3,210,000 | -3.5% | 100,872 | -1.4% | 1.14% | -13.7% |
| Q4 2021 | $3,325,000 | -3.8% | 102,276 | -2.9% | 1.32% | -21.2% |
| Q3 2021 | $3,458,000 | -11.2% | 105,319 | -10.0% | 1.67% | -9.2% |
| Q2 2021 | $3,894,000 | -1.7% | 117,013 | -4.2% | 1.84% | -7.6% |
| Q1 2021 | $3,962,000 | -13.0% | 122,200 | -21.5% | 1.99% | -38.3% |
| Q4 2020 | $4,556,000 | – | 155,588 | – | 3.23% | – |
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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% |