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 | $309 | +3.3% | 9,756 | +5.2% | 0.20% | +5.7% |
| Q2 2023 | $299 | +7.2% | 9,272 | +4.1% | 0.19% | +0.5% |
| Q1 2023 | $279 | +7.7% | 8,907 | 0.0% | 0.19% | -2.0% |
| Q4 2022 | $259 | -99.9% | 8,907 | +0.8% | 0.20% | +10.1% |
| Q3 2022 | $222,000 | -11.2% | 8,833 | 0.0% | 0.18% | -22.2% |
| Q2 2022 | $250,000 | -8.1% | 8,833 | +4.6% | 0.23% | +4.5% |
| Q1 2022 | $272,000 | -0.7% | 8,447 | +0.1% | 0.22% | -3.9% |
| Q4 2021 | $274,000 | – | 8,437 | – | 0.23% | – |
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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% |