SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,075 | +21.2% | 728,602 | +23.5% | 2.75% | +23.5% |
| Q2 2023 | $19,045 | +8.8% | 589,800 | +5.4% | 2.22% | +2.2% |
| Q1 2023 | $17,501 | +68.9% | 559,680 | +57.0% | 2.18% | +48.8% |
| Q4 2022 | $10,363 | -99.8% | 356,494 | +32.1% | 1.46% | +43.4% |
| Q3 2022 | $6,787,000 | +10.3% | 269,856 | +24.1% | 1.02% | +14.1% |
| Q2 2022 | $6,156,000 | +26.3% | 217,438 | +43.8% | 0.89% | +43.7% |
| Q1 2022 | $4,875,000 | +55.4% | 151,195 | +56.7% | 0.62% | +57.5% |
| Q4 2021 | $3,138,000 | +87.9% | 96,517 | +89.8% | 0.40% | +66.0% |
| Q3 2021 | $1,670,000 | +14.0% | 50,858 | +15.6% | 0.24% | +8.7% |
| Q2 2021 | $1,465,000 | – | 44,006 | – | 0.22% | – |
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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% |