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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,628 | +46.4% | 23,891 | +49.3% | 0.03% | +52.6% |
| Q2 2023 | $516,705 | -0.8% | 16,002 | -3.9% | 0.02% | -9.5% |
| Q1 2023 | $520,959 | +47.7% | 16,660 | +37.3% | 0.02% | +40.0% |
| Q4 2022 | $352,794 | +19.2% | 12,136 | +3.1% | 0.02% | +15.4% |
| Q3 2022 | $296,000 | +62.6% | 11,769 | +82.8% | 0.01% | +62.5% |
| Q2 2022 | $182,000 | +124.7% | 6,438 | +155.5% | 0.01% | +166.7% |
| Q1 2022 | $81,000 | – | 2,520 | – | 0.00% | – |
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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% |