SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787 | +6.4% | 24,866 | +8.5% | 0.00% | 0.0% |
| Q2 2023 | $740 | +23.5% | 22,909 | +19.6% | 0.00% | 0.0% |
| Q1 2023 | $599 | -15.9% | 19,159 | -21.8% | 0.00% | -25.0% |
| Q4 2022 | $712 | -99.9% | 24,509 | -22.4% | 0.00% | -20.0% |
| Q3 2022 | $794,000 | +0.5% | 31,578 | +13.2% | 0.01% | 0.0% |
| Q2 2022 | $790,000 | +18.3% | 27,900 | +34.7% | 0.01% | +25.0% |
| Q1 2022 | $668,000 | +27.2% | 20,718 | +28.4% | 0.00% | +33.3% |
| Q4 2021 | $525,000 | -9.6% | 16,139 | -8.8% | 0.00% | -25.0% |
| Q3 2021 | $581,000 | +15.3% | 17,688 | +16.9% | 0.00% | 0.0% |
| Q2 2021 | $504,000 | -17.0% | 15,137 | -20.0% | 0.00% | -33.3% |
| Q1 2021 | $607,000 | +29.7% | 18,917 | +18.5% | 0.01% | 0.0% |
| Q4 2020 | $468,000 | +72.1% | 15,969 | +23.3% | 0.01% | 0.0% |
| Q1 2020 | $272,000 | +23.6% | 12,953 | +69.9% | 0.01% | +50.0% |
| Q4 2019 | $220,000 | -13.4% | 7,623 | -16.3% | 0.00% | -42.9% |
| Q2 2019 | $254,000 | – | 9,106 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |