SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 404 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $817,904 | +3.5% | 25,826 | +5.5% | 0.02% | +6.2% |
| Q2 2023 | $790,583 | +4.8% | 24,484 | +1.5% | 0.02% | -5.9% |
| Q1 2023 | $754,453 | -5.2% | 24,127 | -11.9% | 0.02% | -22.7% |
| Q4 2022 | $796,142 | -78.4% | 27,387 | -81.3% | 0.02% | -78.2% |
| Q3 2022 | $3,680,000 | +957.5% | 146,314 | +1255.8% | 0.10% | +1162.5% |
| Q1 2022 | $348,000 | – | 10,792 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,852,952 | $93,662,000 | 10.66% |
| MFA WEALTH ADVISORS, LLC | 620,147 | $20,358,000 | 9.35% |
| Your Advocates Ltd., LLP | 411,207 | $13,500,000 | 8.74% |
| Lebenthal Global Advisors, LLC | 416,464 | $13,672,000 | 8.59% |
| PRW Wealth Management LLC | 500,134 | $16,419,000 | 8.22% |
| Opes Wealth Management LLC | 664,367 | $21,811,000 | 7.72% |
| Prairiewood Capital, LLC | 274,176 | $9,001,000 | 7.38% |
| STUDIO INVESTMENT MANAGEMENT LLC | 498,050 | $16,351,000 | 6.99% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,885,746 | $153,347,000 | 6.66% |
| Arlington Financial Advisors, LLC | 508,105 | $16,681,000 | 6.53% |