SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,108 | +4.5% | 158 | +1.3% | 0.00% | +50.0% |
| Q1 2023 | $4,889 | +7.6% | 156 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,545 | +13.6% | 156 | +2.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -60.0% | 153 | -49.3% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | +100.0% | 302 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 151 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 148 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $5,000 | 0.0% | 148 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | +25.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -63.6% | 146 | -67.3% | 0.00% | -62.5% |
| Q3 2020 | $11,000 | -45.0% | 447 | -47.5% | 0.01% | -50.0% |
| Q2 2020 | $20,000 | +11.1% | 851 | +0.7% | 0.02% | -5.9% |
| Q1 2020 | $18,000 | -25.0% | 845 | 0.0% | 0.02% | -15.0% |
| Q4 2019 | $24,000 | – | 845 | – | 0.02% | – |
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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% |