Systelligence, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Systelligence, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$4,255,545
+3.8%
126,165
-2.5%
1.16%
+0.8%
Q3 2023$4,099,460
-2.8%
129,443
-0.9%
1.15%
-13.6%
Q2 2023$4,217,849
+13.6%
130,624
+10.0%
1.33%
+39.9%
Q1 2023$3,713,281
+4.1%
118,749
-3.2%
0.95%
+2.5%
Q4 2022$3,567,383
-16.2%
122,717
-27.5%
0.93%
-28.6%
Q3 2022$4,257,000
-41.9%
169,276
-34.6%
1.30%
-38.8%
Q2 2022$7,332,000
-24.2%
259,000
-13.6%
2.13%
+2.0%
Q1 2022$9,667,000
+5.6%
299,857
+6.4%
2.09%
-17.5%
Q4 2021$9,158,000
-2.8%
281,697
-1.9%
2.53%
+0.9%
Q3 2021$9,424,000
+0.6%
287,067
+2.0%
2.50%
+1.6%
Q2 2021$9,368,000
+110.6%
281,495
+103.1%
2.47%
+98.7%
Q1 2021$4,449,000
+84.5%
138,605
+68.3%
1.24%
+140.5%
Q4 2020$2,411,00082,3590.52%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 475,605$15,267,00011.28%
BRR OpCo, LLC 2,851,838$91,544,00010.97%
Treybourne Wealth Planners, Inc. 455,019$14,606,00010.12%
MFA WEALTH ADVISORS, LLC 599,732$19,257,0009.34%
Opes Wealth Management LLC 697,687$22,396,0008.74%
Prairiewood Capital, LLC 267,323$8,581,0007.87%
Arlington Financial Advisors, LLC 496,949$15,952,0006.47%
Charles Schwab Investment Advisory, Inc. 101,298,647$3,251,686,0006.12%
Callan Capital, LLC 1,040,649$33,405,0006.08%
PRW Wealth Management LLC 368,397$11,826,0005.80%
View complete list of SCHWAB STRATEGIC TR shareholders