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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,018,660 | -3.6% | 221,619 | -1.7% | 0.72% | +2.0% |
| Q2 2023 | $7,278,411 | -0.5% | 225,408 | -3.6% | 0.71% | -5.1% |
| Q1 2023 | $7,312,286 | +0.0% | 233,843 | -7.0% | 0.74% | -6.9% |
| Q4 2022 | $7,309,309 | -65.7% | 251,438 | -70.3% | 0.80% | -59.9% |
| Q3 2022 | $21,307,000 | -9.1% | 847,196 | +2.3% | 2.00% | -3.5% |
| Q2 2022 | $23,452,000 | -6.4% | 828,387 | +6.6% | 2.07% | +16.2% |
| Q1 2022 | $25,059,000 | +18.7% | 777,261 | +19.7% | 1.78% | +24.5% |
| Q4 2021 | $21,118,000 | – | 649,594 | – | 1.43% | – |
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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% |