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 | $6,587 | +61.8% | 208 | +48.6% | 0.00% | – |
| Q4 2022 | $4,070 | -59.3% | 140 | -63.2% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 380 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | +120.0% | 380 | +171.4% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | -86.1% | 140 | -87.3% | 0.00% | – |
| Q3 2021 | $36,000 | -21.7% | 1,103 | -20.8% | 0.00% | – |
| Q2 2021 | $46,000 | -23.3% | 1,392 | -51.0% | 0.00% | – |
| Q1 2020 | $60,000 | +53.8% | 2,840 | +108.4% | 0.00% | – |
| Q4 2019 | $39,000 | +95.0% | 1,363 | +71.7% | 0.00% | – |
| Q4 2018 | $20,000 | – | 794 | – | 0.00% | – |
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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% |