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 | $7,971,224 | +3.7% | 251,696 | +5.7% | 1.98% | +10.0% |
| Q2 2023 | $7,688,494 | +61.5% | 238,108 | +56.4% | 1.80% | +53.5% |
| Q1 2023 | $4,761,788 | +9.7% | 152,280 | +2.0% | 1.17% | +0.4% |
| Q4 2022 | $4,340,114 | -7.6% | 149,299 | -20.1% | 1.17% | -17.4% |
| Q3 2022 | $4,697,000 | -0.8% | 186,776 | +11.6% | 1.41% | +1.3% |
| Q2 2022 | $4,736,000 | +34.7% | 167,325 | +53.4% | 1.40% | +62.9% |
| Q1 2022 | $3,516,000 | -2.5% | 109,078 | -1.7% | 0.86% | -1.8% |
| Q4 2021 | $3,606,000 | +4.7% | 110,998 | +5.8% | 0.87% | -1.0% |
| Q3 2021 | $3,443,000 | +17.4% | 104,893 | +19.0% | 0.88% | +17.1% |
| Q2 2021 | $2,932,000 | +82.3% | 88,122 | +75.8% | 0.75% | +67.3% |
| Q1 2021 | $1,608,000 | +319.8% | 50,113 | +304.5% | 0.45% | +332.7% |
| Q4 2020 | $383,000 | – | 12,388 | – | 0.10% | – |
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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% |