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 | $306,471 | -1.9% | 9,677 | 0.0% | 0.24% | +0.8% |
| Q2 2023 | $312,470 | -1.2% | 9,677 | -4.3% | 0.24% | -6.3% |
| Q1 2023 | $316,108 | +5.6% | 10,109 | -1.8% | 0.26% | -4.5% |
| Q4 2022 | $299,305 | +15.6% | 10,296 | +0.1% | 0.27% | +1.1% |
| Q3 2022 | $259,000 | -11.6% | 10,289 | -0.6% | 0.26% | -5.0% |
| Q2 2022 | $293,000 | -5.5% | 10,350 | +7.7% | 0.28% | -1.4% |
| Q1 2022 | $310,000 | -3.7% | 9,608 | -3.1% | 0.28% | -0.7% |
| Q4 2021 | $322,000 | – | 9,920 | – | 0.28% | – |
Download | ||||||
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% |