SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $901,750 | +9.9% | 28,473 | +12.0% | 0.00% | – |
| Q2 2023 | $820,618 | +4.5% | 25,414 | +1.1% | 0.00% | – |
| Q1 2023 | $785,635 | +110397.2% | 25,135 | +2.6% | 0.00% | – |
| Q4 2022 | $711 | -96.6% | 24,487 | +2882.6% | 0.00% | – |
| Q3 2022 | $21,000 | -8.7% | 821 | 0.0% | 0.00% | – |
| Q2 2022 | $23,000 | -23.3% | 821 | -12.6% | 0.00% | – |
| Q1 2022 | $30,000 | +15.4% | 939 | +17.1% | 0.00% | – |
| Q4 2021 | $26,000 | +271.4% | 802 | +295.1% | 0.00% | – |
| Q3 2021 | $7,000 | +16.7% | 203 | +6.3% | 0.00% | – |
| Q2 2021 | $6,000 | -25.0% | 191 | -20.7% | 0.00% | – |
| Q1 2021 | $8,000 | +60.0% | 241 | +47.9% | 0.00% | – |
| Q4 2020 | $5,000 | +25.0% | 163 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | -81.8% | 163 | -82.1% | 0.00% | – |
| Q2 2020 | $22,000 | +10.0% | 913 | -4.1% | 0.00% | – |
| Q1 2020 | $20,000 | -28.6% | 952 | 0.0% | 0.00% | – |
| Q4 2019 | $28,000 | +12.0% | 952 | +5.1% | 0.00% | – |
| Q3 2019 | $25,000 | -19.4% | 906 | -17.1% | 0.00% | – |
| Q2 2019 | $31,000 | -29.5% | 1,093 | -31.2% | 0.00% | – |
| Q1 2019 | $44,000 | +10.0% | 1,588 | +0.1% | 0.00% | – |
| Q4 2018 | $40,000 | -72.2% | 1,586 | -67.2% | 0.00% | – |
| Q3 2018 | $144,000 | +323.5% | 4,829 | +313.8% | 0.00% | – |
| Q2 2018 | $34,000 | +100.0% | 1,167 | +105.8% | 0.00% | – |
| Q1 2018 | $17,000 | +142.9% | 567 | +85.3% | 0.00% | – |
| Q2 2016 | $7,000 | – | 306 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,852,952 | $93,662,000 | 10.66% |
| MFA WEALTH ADVISORS, LLC | 620,147 | $20,358,000 | 9.35% |
| Your Advocates Ltd., LLP | 411,207 | $13,500,000 | 8.74% |
| Lebenthal Global Advisors, LLC | 416,464 | $13,672,000 | 8.59% |
| PRW Wealth Management LLC | 500,134 | $16,419,000 | 8.22% |
| Opes Wealth Management LLC | 664,367 | $21,811,000 | 7.72% |
| Prairiewood Capital, LLC | 274,176 | $9,001,000 | 7.38% |
| STUDIO INVESTMENT MANAGEMENT LLC | 498,050 | $16,351,000 | 6.99% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,885,746 | $153,347,000 | 6.66% |
| Arlington Financial Advisors, LLC | 508,105 | $16,681,000 | 6.53% |