SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |