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 | $9,878,228 | +40.1% | 311,911 | +42.8% | 4.74% | +41.5% |
| Q2 2023 | $7,052,078 | +13.3% | 218,398 | +9.7% | 3.35% | +8.8% |
| Q1 2023 | $6,225,222 | +14.7% | 199,080 | +6.7% | 3.08% | +17.4% |
| Q4 2022 | $5,425,994 | +26.7% | 186,653 | +9.6% | 2.62% | +12.5% |
| Q3 2022 | $4,283,000 | -26.5% | 170,302 | -17.3% | 2.33% | -20.3% |
| Q2 2022 | $5,828,000 | +40.6% | 205,877 | +60.1% | 2.92% | +48.6% |
| Q1 2022 | $4,146,000 | – | 128,595 | – | 1.97% | – |
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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% |