SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $749,698 | +2.0% | 23,975 | -5.2% | 0.01% | 0.0% |
| Q4 2022 | $734,919 | +17.4% | 25,281 | +1.5% | 0.01% | 0.0% |
| Q3 2022 | $626,000 | -21.7% | 24,910 | -11.7% | 0.01% | -10.0% |
| Q2 2022 | $799,000 | -12.2% | 28,220 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $910,000 | -79.4% | 28,220 | -79.2% | 0.01% | -77.1% |
| Q4 2021 | $4,412,000 | +1.5% | 135,720 | +2.5% | 0.05% | -7.7% |
| Q3 2021 | $4,347,000 | +162.2% | 132,410 | +414.4% | 0.05% | +420.0% |
| Q2 2021 | $1,658,000 | – | 25,739 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |