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 | $409,082 | -2.1% | 12,917 | -0.2% | 0.29% | +2.1% |
| Q2 2023 | $417,898 | +3.7% | 12,942 | +0.5% | 0.28% | +3.3% |
| Q1 2023 | $402,883 | +39.3% | 12,884 | +29.5% | 0.27% | +39.5% |
| Q4 2022 | $289,159 | +0.4% | 9,947 | -13.1% | 0.20% | -1.5% |
| Q3 2022 | $288,000 | -11.1% | 11,441 | +0.1% | 0.20% | -11.2% |
| Q2 2022 | $324,000 | -28.5% | 11,434 | -18.5% | 0.22% | -14.2% |
| Q1 2022 | $453,000 | -8.5% | 14,037 | -7.8% | 0.26% | -10.7% |
| Q4 2021 | $495,000 | – | 15,222 | – | 0.29% | – |
Download | ||||||
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% |