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 | $3,106,265 | +0.6% | 98,082 | +2.5% | 2.45% | +0.7% |
Q2 2023 | $3,088,838 | +2.0% | 95,659 | -1.2% | 2.44% | -5.8% |
Q1 2023 | $3,026,857 | +11.9% | 96,797 | +4.0% | 2.59% | +5.1% |
Q4 2022 | $2,705,617 | +8.0% | 93,072 | -6.6% | 2.46% | -5.1% |
Q3 2022 | $2,505,000 | -46.8% | 99,600 | -40.1% | 2.59% | -46.7% |
Q2 2022 | $4,709,000 | -5.5% | 166,321 | +7.6% | 4.86% | +7.7% |
Q1 2022 | $4,982,000 | +41.8% | 154,533 | +43.0% | 4.52% | +45.5% |
Q4 2021 | $3,513,000 | – | 108,049 | – | 3.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |