SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,899 | -1.9% | 9,059 | 0.0% | 0.22% | +6.4% |
| Q2 2023 | $292,515 | -0.0% | 9,059 | -3.2% | 0.20% | -2.9% |
| Q1 2023 | $292,656 | +7.6% | 9,359 | 0.0% | 0.21% | +1.4% |
| Q4 2022 | $272,066 | -7.5% | 9,359 | -20.1% | 0.21% | -37.3% |
| Q3 2022 | $294,000 | +14.4% | 11,709 | +28.8% | 0.33% | +20.9% |
| Q2 2022 | $257,000 | -32.2% | 9,089 | -22.8% | 0.27% | -23.3% |
| Q1 2022 | $379,000 | -0.5% | 11,771 | 0.0% | 0.36% | +9.5% |
| Q4 2021 | $381,000 | +11.1% | 11,771 | +12.8% | 0.32% | +3.5% |
| Q3 2021 | $343,000 | -1.2% | 10,436 | 0.0% | 0.31% | -0.6% |
| Q2 2021 | $347,000 | +3.6% | 10,436 | 0.0% | 0.32% | -5.1% |
| Q1 2021 | $335,000 | -79.3% | 10,436 | -81.1% | 0.33% | -74.5% |
| Q4 2020 | $1,620,000 | – | 55,344 | – | 1.31% | – |
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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% |