SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,660,817 | -3.3% | 462,924 | -1.4% | 0.30% | -1.3% |
Q2 2023 | $15,161,719 | +2.4% | 469,548 | -0.8% | 0.30% | -3.5% |
Q1 2023 | $14,802,965 | +15.1% | 473,392 | +7.0% | 0.31% | +6.9% |
Q4 2022 | $12,856,757 | +12.3% | 442,269 | -2.9% | 0.29% | +3.2% |
Q3 2022 | $11,453,000 | -3.3% | 455,380 | +8.8% | 0.28% | +1.8% |
Q2 2022 | $11,848,000 | -12.6% | 418,520 | -0.4% | 0.28% | -1.1% |
Q1 2022 | $13,552,000 | +13.6% | 420,340 | +14.5% | 0.28% | +16.2% |
Q4 2021 | $11,934,000 | -1.1% | 367,106 | -0.1% | 0.24% | -9.1% |
Q3 2021 | $12,069,000 | -6.4% | 367,627 | -5.1% | 0.26% | -4.0% |
Q2 2021 | $12,890,000 | +13.3% | 387,313 | +9.3% | 0.28% | -1.8% |
Q1 2021 | $11,374,000 | +5.0% | 354,339 | -4.2% | 0.28% | -1.7% |
Q4 2020 | $10,833,000 | +12.2% | 369,988 | -5.9% | 0.29% | -0.3% |
Q3 2020 | $9,658,000 | +3.0% | 393,085 | -0.5% | 0.29% | -4.3% |
Q2 2020 | $9,379,000 | +12.8% | 395,083 | -0.0% | 0.30% | -3.8% |
Q1 2020 | $8,313,000 | -12.1% | 395,276 | +20.9% | 0.31% | +2.0% |
Q4 2019 | $9,452,000 | +849.0% | 326,840 | +804.5% | 0.31% | +727.0% |
Q3 2019 | $996,000 | – | 36,134 | – | 0.04% | – |
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% |