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 | $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 | 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% |