SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 426 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $569,842 | -4.1% | 16,267 | -2.5% | 0.30% | -10.5% |
| Q1 2024 | $594,198 | +2.5% | 16,686 | -2.9% | 0.33% | -12.8% |
| Q4 2023 | $579,625 | -3.8% | 17,185 | -9.6% | 0.38% | -10.7% |
| Q3 2023 | $602,300 | -1.9% | 19,017 | 0.0% | 0.43% | +17.2% |
| Q2 2023 | $614,091 | +8.5% | 19,017 | +5.0% | 0.37% | -8.5% |
| Q1 2023 | $566,096 | – | 18,103 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |