SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,347,000 | -4.5% | 133,085 | +7.6% | 2.64% | -3.1% |
| Q2 2022 | $3,503,000 | -3.0% | 123,736 | +10.4% | 2.73% | +18.3% |
| Q1 2022 | $3,612,000 | +18.2% | 112,048 | +25.1% | 2.30% | +9.2% |
| Q4 2021 | $3,055,000 | +30.8% | 89,559 | +29.1% | 2.11% | +28.3% |
| Q3 2021 | $2,336,000 | +3.4% | 69,389 | +2.2% | 1.65% | +2.9% |
| Q2 2021 | $2,260,000 | – | 67,898 | – | 1.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |