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 | $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 ↓ |
|---|---|---|---|
| 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% |