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 | 2,852,952 | $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% |