SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |