SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 372 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $77,381 | -23.6% | 2,209 | -22.4% | 0.00% | – |
Q1 2024 | $101,310 | +67.0% | 2,845 | +58.1% | 0.00% | – |
Q4 2023 | $60,680 | -65.5% | 1,799 | -67.6% | 0.00% | – |
Q3 2023 | $175,769 | +155.4% | 5,550 | +160.4% | 0.00% | – |
Q2 2023 | $68,810 | -44.7% | 2,131 | -46.4% | 0.00% | – |
Q1 2023 | $124,361 | +0.3% | 3,977 | -6.8% | 0.00% | – |
Q4 2022 | $123,983 | +31.9% | 4,265 | +13.9% | 0.00% | – |
Q3 2022 | $94,000 | -27.7% | 3,744 | -18.6% | 0.00% | – |
Q2 2022 | $130,000 | -35.0% | 4,602 | -25.8% | 0.00% | – |
Q1 2022 | $200,000 | 0.0% | 6,200 | +0.7% | 0.00% | – |
Q4 2021 | $200,000 | +25.8% | 6,157 | +27.5% | 0.00% | – |
Q3 2021 | $159,000 | +14.4% | 4,828 | +15.5% | 0.00% | – |
Q2 2021 | $139,000 | +3.7% | 4,181 | 0.0% | 0.00% | – |
Q1 2021 | $134,000 | +9.8% | 4,181 | 0.0% | 0.00% | – |
Q4 2020 | $122,000 | +18.4% | 4,181 | 0.0% | 0.00% | – |
Q3 2020 | $103,000 | -13.4% | 4,181 | -16.3% | 0.00% | – |
Q2 2020 | $119,000 | -7.8% | 4,993 | -18.4% | 0.00% | – |
Q1 2020 | $129,000 | -33.5% | 6,119 | -8.5% | 0.00% | – |
Q4 2019 | $194,000 | +1.0% | 6,691 | -3.7% | 0.00% | – |
Q3 2019 | $192,000 | +0.5% | 6,948 | +1.5% | 0.00% | – |
Q2 2019 | $191,000 | +29.1% | 6,847 | +27.5% | 0.00% | – |
Q1 2019 | $148,000 | +289.5% | 5,372 | +255.3% | 0.00% | – |
Q4 2018 | $38,000 | -15.6% | 1,512 | 0.0% | 0.00% | – |
Q3 2018 | $45,000 | -15.1% | 1,512 | -15.8% | 0.00% | – |
Q2 2018 | $53,000 | +120.8% | 1,796 | +126.8% | 0.00% | – |
Q1 2018 | $24,000 | +20.0% | 792 | +21.1% | 0.00% | – |
Q4 2017 | $20,000 | 0.0% | 654 | 0.0% | 0.00% | – |
Q3 2017 | $20,000 | -33.3% | 654 | -47.7% | 0.00% | – |
Q3 2015 | $30,000 | -11.8% | 1,250 | 0.0% | 0.00% | – |
Q2 2015 | $34,000 | +3300.0% | 1,250 | +4210.3% | 0.00% | – |
Q1 2015 | $1,000 | – | 29 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |