SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 359 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 2024 | $5,805,806 | -3.0% | 165,738 | -1.4% | 1.05% | -5.2% |
| Q1 2024 | $5,983,089 | -48.9% | 168,017 | -51.6% | 1.10% | -15.7% |
| Q4 2023 | $11,715,582 | +108.1% | 347,334 | +95.4% | 1.31% | +7.1% |
| Q3 2023 | $5,629,787 | +0.6% | 177,764 | +2.5% | 1.22% | +2.4% |
| Q2 2023 | $5,598,150 | +8.6% | 173,371 | +5.2% | 1.19% | +7.2% |
| Q1 2023 | $5,155,516 | +8.3% | 164,871 | +0.7% | 1.11% | +1.5% |
| Q4 2022 | $4,761,056 | +21.3% | 163,779 | +4.9% | 1.10% | +9.6% |
| Q3 2022 | $3,926,000 | -0.8% | 156,098 | +11.7% | 1.00% | +9.0% |
| Q2 2022 | $3,957,000 | +726.1% | 139,782 | +840.0% | 0.92% | +782.7% |
| Q1 2022 | $479,000 | – | 14,871 | – | 0.10% | – |
Download | ||||||
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% |