SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,426,486 | +38.0% | 109,894 | +42.0% | 2.08% | +39.9% |
| Q2 2023 | $2,482,450 | +105.7% | 77,383 | +100.5% | 1.49% | +104.1% |
| Q1 2023 | $1,207,105 | +35.8% | 38,603 | +26.2% | 0.73% | +20.5% |
| Q4 2022 | $889,032 | -5.5% | 30,582 | -18.3% | 0.61% | -22.2% |
| Q3 2022 | $941,000 | -12.2% | 37,428 | -1.2% | 0.78% | -15.0% |
| Q2 2022 | $1,072,000 | +20.0% | 37,867 | +35.2% | 0.92% | +15.5% |
| Q1 2022 | $893,000 | – | 28,011 | – | 0.79% | – |
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% |