SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,880 | +37.3% | 14,584 | +40.0% | 0.02% | +50.0% |
| Q2 2023 | $336,434 | -11.4% | 10,419 | -14.2% | 0.01% | -20.0% |
| Q1 2023 | $379,616 | +111551.8% | 12,140 | +3.8% | 0.02% | -21.1% |
| Q4 2022 | $340 | -99.8% | 11,692 | +71.3% | 0.02% | +90.0% |
| Q3 2022 | $172,000 | -19.2% | 6,825 | -9.2% | 0.01% | +11.1% |
| Q2 2022 | $213,000 | -73.9% | 7,513 | -67.4% | 0.01% | -59.1% |
| Q1 2022 | $815,000 | +331.2% | 23,050 | +296.6% | 0.02% | +450.0% |
| Q4 2021 | $189,000 | -10.4% | 5,812 | -9.6% | 0.00% | -33.3% |
| Q3 2021 | $211,000 | -32.8% | 6,428 | -31.9% | 0.01% | -25.0% |
| Q2 2021 | $314,000 | +86.9% | 9,441 | +80.0% | 0.01% | +100.0% |
| Q1 2021 | $168,000 | – | 5,244 | – | 0.00% | – |
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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% |