SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 427 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 2023 | $202,394 | -20.3% | 6,268 | -27.7% | 0.03% | -70.1% |
| Q4 2020 | $254,000 | -44.4% | 8,668 | -45.2% | 0.09% | -69.8% |
| Q4 2019 | $457,000 | +4.8% | 15,818 | 0.0% | 0.29% | -5.0% |
| Q3 2019 | $436,000 | -1.1% | 15,818 | 0.0% | 0.30% | -7.6% |
| Q2 2019 | $441,000 | +1.1% | 15,818 | 0.0% | 0.33% | -3.2% |
| Q1 2019 | $436,000 | -42.8% | 15,818 | -47.7% | 0.34% | -48.2% |
| Q4 2018 | $762,000 | -1.2% | 30,227 | +17.4% | 0.66% | -0.8% |
| Q3 2018 | $771,000 | – | 25,748 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |