SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,462 | -1.9% | 8,540 | 0.0% | 0.03% | -33.3% |
| Q2 2023 | $275,757 | +3.3% | 8,540 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $267,046 | +7.6% | 8,540 | 0.0% | 0.04% | +8.3% |
| Q4 2022 | $248,258 | +22.9% | 8,540 | +6.6% | 0.04% | +9.1% |
| Q3 2022 | $202,000 | -11.0% | 8,015 | 0.0% | 0.03% | -5.7% |
| Q2 2022 | $227,000 | -12.0% | 8,015 | 0.0% | 0.04% | +2.9% |
| Q1 2022 | $258,000 | -1.1% | 8,015 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $261,000 | -0.8% | 8,015 | 0.0% | 0.03% | -8.1% |
| Q3 2021 | $263,000 | -1.5% | 8,015 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $267,000 | +3.9% | 8,015 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $257,000 | +9.4% | 8,015 | 0.0% | 0.04% | +2.8% |
| Q4 2020 | $235,000 | -11.3% | 8,015 | -36.4% | 0.04% | -33.3% |
| Q1 2020 | $265,000 | +14.2% | 12,599 | +57.2% | 0.05% | +45.9% |
| Q4 2019 | $232,000 | +5.0% | 8,015 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $221,000 | -0.9% | 8,015 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $223,000 | – | 8,015 | – | 0.04% | – |
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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% |