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 | $298 | +6.0% | 9,420 | +4.7% | 0.12% | -2.4% |
| Q1 2023 | $281 | -48.5% | 8,994 | -52.2% | 0.13% | -44.5% |
| Q4 2022 | $546 | -99.9% | 18,799 | -0.8% | 0.23% | +2.2% |
| Q3 2022 | $476,000 | -18.8% | 18,944 | -8.6% | 0.22% | -13.8% |
| Q2 2022 | $586,000 | +51.8% | 20,716 | +73.2% | 0.26% | +62.5% |
| Q1 2022 | $386,000 | -4.2% | 11,959 | -3.6% | 0.16% | +10.3% |
| Q4 2021 | $403,000 | +6.1% | 12,400 | +7.2% | 0.14% | -9.9% |
| Q3 2021 | $380,000 | +5.8% | 11,567 | +7.2% | 0.16% | -15.7% |
| Q2 2021 | $359,000 | +7.5% | 10,789 | +3.8% | 0.19% | +20.1% |
| Q1 2021 | $334,000 | +10.2% | 10,397 | +0.4% | 0.16% | +1.3% |
| Q4 2020 | $303,000 | +20.2% | 10,352 | +0.8% | 0.16% | +10.6% |
| Q3 2020 | $252,000 | +11.0% | 10,270 | +7.4% | 0.14% | +4.4% |
| Q2 2020 | $227,000 | – | 9,559 | – | 0.14% | – |
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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% |