SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $187,594 | +26.1% | 7,459 | +42.0% | 0.01% | +33.3% |
| Q2 2022 | $148,741 | -23.3% | 5,254 | -12.7% | 0.01% | -14.3% |
| Q1 2022 | $193,988 | -0.8% | 6,017 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $195,613 | -0.9% | 6,017 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $197,407 | -1.4% | 6,013 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $200,113 | +23.6% | 6,013 | +19.2% | 0.01% | +14.3% |
| Q1 2021 | $161,912 | +29.6% | 5,044 | +18.2% | 0.01% | +16.7% |
| Q4 2020 | $124,908 | +19.2% | 4,266 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $104,816 | +1.3% | 4,266 | -2.1% | 0.01% | -14.3% |
| Q2 2020 | $103,483 | -3.4% | 4,359 | -14.4% | 0.01% | -22.2% |
| Q1 2020 | $107,148 | -14.9% | 5,095 | +17.0% | 0.01% | 0.0% |
| Q4 2019 | $125,976 | +4.9% | 4,356 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $120,095 | -22.5% | 4,356 | -21.6% | 0.01% | -23.1% |
| Q2 2019 | $154,874 | – | 5,559 | – | 0.01% | – |
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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% |