SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $21,087 | +8.4% | 665,837 | +10.6% | 1.48% | +11.7% |
Q2 2023 | $19,447 | +10.8% | 602,252 | +7.3% | 1.32% | +5.5% |
Q1 2023 | $17,558 | +17.0% | 561,497 | +8.7% | 1.25% | +11.1% |
Q4 2022 | $15,012 | -99.9% | 516,397 | +1.4% | 1.13% | +11.0% |
Q3 2022 | $12,803,000 | -6.0% | 509,083 | +5.8% | 1.02% | -2.7% |
Q2 2022 | $13,627,000 | +50.4% | 481,339 | +71.3% | 1.04% | +67.4% |
Q1 2022 | $9,059,000 | +165.6% | 280,971 | +168.2% | 0.62% | +174.4% |
Q4 2021 | $3,411,000 | +159.4% | 104,779 | +161.6% | 0.23% | +131.6% |
Q3 2021 | $1,315,000 | – | 40,049 | – | 0.10% | – |
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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% |