SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,438,730 | +36.2% | 45,429 | +38.9% | 0.00% | – |
| Q2 2023 | $1,056,183 | -39.4% | 32,709 | -41.3% | 0.00% | – |
| Q1 2023 | $1,742,262 | +200.2% | 55,716 | +179.1% | 0.00% | – |
| Q4 2022 | $580,423 | +8.5% | 19,966 | -6.1% | 0.00% | – |
| Q3 2022 | $535,000 | -29.2% | 21,271 | -20.4% | 0.00% | – |
| Q2 2022 | $756,000 | -17.1% | 26,724 | -5.6% | 0.00% | – |
| Q1 2022 | $912,000 | +4.0% | 28,295 | +4.9% | 0.00% | – |
| Q4 2021 | $877,000 | +18.2% | 26,985 | +19.4% | 0.00% | – |
| Q3 2021 | $742,000 | +14.5% | 22,605 | +16.0% | 0.00% | – |
| Q2 2021 | $648,000 | +33.6% | 19,484 | +28.9% | 0.00% | – |
| Q1 2021 | $485,000 | +10.5% | 15,114 | +0.7% | 0.00% | – |
| Q4 2020 | $439,000 | +17.7% | 15,008 | -1.2% | 0.00% | – |
| Q3 2020 | $373,000 | +1595.5% | 15,186 | +1490.2% | 0.00% | – |
| Q2 2020 | $22,000 | -78.6% | 955 | -80.5% | 0.00% | – |
| Q1 2020 | $103,000 | -40.1% | 4,907 | -17.5% | 0.00% | – |
| Q4 2019 | $172,000 | +28.4% | 5,951 | +22.2% | 0.00% | – |
| Q3 2019 | $134,000 | +162.7% | 4,871 | +165.0% | 0.00% | – |
| Q2 2019 | $51,000 | +10.9% | 1,838 | +8.8% | 0.00% | – |
| Q1 2019 | $46,000 | +283.3% | 1,689 | +250.4% | 0.00% | – |
| Q4 2018 | $12,000 | – | 482 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |