SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,138 | +2.7% | 67,091 | +3.3% | 0.01% | 0.0% |
Q2 2023 | $2,082 | +50.8% | 64,952 | +47.0% | 0.01% | +66.7% |
Q1 2023 | $1,381 | +63.0% | 44,177 | +51.6% | 0.00% | +50.0% |
Q4 2022 | $847 | -99.9% | 29,148 | -16.3% | 0.00% | 0.0% |
Q3 2022 | $879,000 | +105.9% | 34,837 | +131.2% | 0.00% | +100.0% |
Q2 2022 | $427,000 | +105.3% | 15,071 | +138.2% | 0.00% | – |
Q3 2021 | $208,000 | -4.6% | 6,326 | -6.8% | 0.00% | – |
Q1 2021 | $218,000 | – | 6,784 | – | 0.00% | – |
Download |
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% |