SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |