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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $730,481 | -44.0% | 25,064 | -31.5% | 0.00% | -55.6% |
| Q1 2024 | $1,303,387 | +4.4% | 36,602 | -1.2% | 0.01% | -10.0% |
| Q4 2023 | $1,249,008 | +64.3% | 37,030 | +54.3% | 0.01% | +42.9% |
| Q3 2023 | $760,175 | -1.8% | 24,003 | +0.1% | 0.01% | -12.5% |
| Q2 2023 | $774,120 | -2.5% | 23,974 | -5.6% | 0.01% | -11.1% |
| Q1 2023 | $793,961 | +73.9% | 25,391 | +61.7% | 0.01% | +125.0% |
| Q4 2022 | $456,457 | -99.8% | 15,702 | -32.5% | 0.00% | +33.3% |
| Q3 2022 | $293,293,000 | +41858.9% | 23,272 | -5.8% | 0.00% | -57.1% |
| Q2 2022 | $699,000 | +74.3% | 24,708 | +98.9% | 0.01% | +75.0% |
| Q1 2022 | $401,000 | +50.2% | 12,423 | +51.1% | 0.00% | +33.3% |
| Q4 2021 | $267,000 | +1.9% | 8,220 | +2.9% | 0.00% | 0.0% |
| Q3 2021 | $262,000 | -8.7% | 7,991 | -7.4% | 0.00% | 0.0% |
| Q2 2021 | $287,000 | +28.1% | 8,632 | +13.6% | 0.00% | 0.0% |
| Q4 2020 | $224,000 | – | 7,597 | – | 0.00% | – |
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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% |