SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 427 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,431,888 | -3.0% | 108,364 | -1.1% | 2.45% | -0.8% |
| Q2 2023 | $3,536,337 | -6.2% | 109,518 | -9.2% | 2.47% | -15.5% |
| Q1 2023 | $3,770,568 | +18.9% | 120,581 | +10.5% | 2.92% | +46.3% |
| Q4 2022 | $3,171,595 | -23.4% | 109,102 | -33.7% | 2.00% | -20.5% |
| Q3 2022 | $4,138,000 | +501.5% | 164,540 | +576.8% | 2.51% | +527.8% |
| Q2 2022 | $688,000 | – | 24,310 | – | 0.40% | – |
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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% |