SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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 | 3,145,890 | $79,119,000 | 9.72% |
Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |