SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |