SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 273 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $792,082 | -4.6% | 25,010 | -2.7% | 0.40% | -6.9% |
Q2 2023 | $830,224 | +3.6% | 25,711 | +0.3% | 0.43% | -0.7% |
Q1 2023 | $801,255 | +7.4% | 25,624 | -0.2% | 0.44% | +1.6% |
Q4 2022 | $746,381 | +15.5% | 25,675 | -0.0% | 0.43% | +13.5% |
Q3 2022 | $646,000 | -11.1% | 25,677 | 0.0% | 0.38% | -7.1% |
Q2 2022 | $727,000 | -12.0% | 25,677 | +0.9% | 0.41% | +2.5% |
Q1 2022 | $826,000 | +0.5% | 25,438 | +0.6% | 0.40% | +2.6% |
Q4 2021 | $822,000 | -1.9% | 25,278 | -1.0% | 0.39% | -10.9% |
Q3 2021 | $838,000 | -1.3% | 25,524 | +0.0% | 0.43% | -3.3% |
Q2 2021 | $849,000 | +2.7% | 25,514 | -1.2% | 0.45% | -6.5% |
Q1 2021 | $827,000 | +13.4% | 25,824 | +3.7% | 0.48% | +4.6% |
Q4 2020 | $729,000 | – | 24,897 | – | 0.46% | – |
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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% |