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 | $691,894 | -2.5% | 21,847 | -0.6% | 0.30% | +1.0% |
| Q2 2023 | $709,734 | +4.4% | 21,980 | +1.1% | 0.29% | -2.6% |
| Q1 2023 | $680,091 | +8.7% | 21,749 | +1.1% | 0.30% | -1.6% |
| Q4 2022 | $625,412 | +20.0% | 21,514 | +3.8% | 0.31% | -4.1% |
| Q3 2022 | $521,000 | -13.0% | 20,724 | -2.0% | 0.32% | -10.6% |
| Q2 2022 | $599,000 | +11.5% | 21,155 | +27.9% | 0.36% | +18.9% |
| Q1 2022 | $537,000 | -1.5% | 16,544 | -1.4% | 0.30% | -31.9% |
| Q4 2021 | $545,000 | – | 16,785 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |