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 | ||||
|---|---|---|---|---|---|---|
| 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 | 2,852,952 | $93,662,000 | 10.66% |
| MFA WEALTH ADVISORS, LLC | 620,147 | $20,358,000 | 9.35% |
| Your Advocates Ltd., LLP | 411,207 | $13,500,000 | 8.74% |
| Lebenthal Global Advisors, LLC | 416,464 | $13,672,000 | 8.59% |
| PRW Wealth Management LLC | 500,134 | $16,419,000 | 8.22% |
| Opes Wealth Management LLC | 664,367 | $21,811,000 | 7.72% |
| Prairiewood Capital, LLC | 274,176 | $9,001,000 | 7.38% |
| STUDIO INVESTMENT MANAGEMENT LLC | 498,050 | $16,351,000 | 6.99% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,885,746 | $153,347,000 | 6.66% |
| Arlington Financial Advisors, LLC | 508,105 | $16,681,000 | 6.53% |