SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 436 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $299,121 | +12.3% | 8,539 | +14.2% | 0.00% | 0.0% |
| Q1 2024 | $266,363 | +14.5% | 7,480 | +8.5% | 0.00% | 0.0% |
| Q4 2023 | $232,568 | +10.5% | 6,895 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $210,499 | -5.6% | 6,519 | -4.7% | 0.00% | 0.0% |
| Q4 2021 | $223,000 | +3.2% | 6,844 | +4.0% | 0.00% | 0.0% |
| Q3 2021 | $216,000 | +0.9% | 6,578 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $214,000 | -7.8% | 6,444 | -33.9% | 0.00% | -40.0% |
| Q2 2020 | $232,000 | -13.1% | 9,753 | -23.2% | 0.01% | -16.7% |
| Q1 2020 | $267,000 | -12.7% | 12,692 | +20.0% | 0.01% | 0.0% |
| Q4 2019 | $306,000 | -49.7% | 10,574 | -52.0% | 0.01% | -50.0% |
| Q3 2019 | $608,000 | +131.2% | 22,035 | +111.2% | 0.01% | +100.0% |
| Q4 2018 | $263,000 | +23.5% | 10,431 | +44.6% | 0.01% | +20.0% |
| Q2 2018 | $213,000 | – | 7,212 | – | 0.01% | – |
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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% |