SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 404 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,267 | -13.8% | 16,690 | -13.2% | 0.00% | – |
| Q2 2023 | $636,026 | +38.5% | 19,224 | +22.1% | 0.00% | – |
| Q4 2022 | $459,124 | +84.4% | 15,745 | +72.8% | 0.00% | – |
| Q3 2022 | $249,000 | -97.9% | 9,113 | -97.8% | 0.00% | -100.0% |
| Q2 2022 | $11,930,000 | +9148.1% | 415,391 | +10475.1% | 0.01% | – |
| Q1 2022 | $129,000 | -11.6% | 3,928 | -12.0% | 0.00% | – |
| Q4 2021 | $146,000 | -36.8% | 4,465 | -36.0% | 0.00% | – |
| Q3 2021 | $231,000 | +1440.0% | 6,973 | +1470.5% | 0.00% | – |
| Q2 2021 | $15,000 | -42.3% | 444 | -44.7% | 0.00% | – |
| Q1 2021 | $26,000 | +116.7% | 803 | +97.3% | 0.00% | – |
| Q4 2020 | $12,000 | – | 407 | +2161.1% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 18 | -97.6% | 0.00% | – |
| Q4 2018 | $19,000 | -29.6% | 747 | -17.0% | 0.00% | – |
| Q4 2017 | $27,000 | +107.7% | 900 | +64.8% | 0.00% | – |
| Q2 2016 | $13,000 | -93.6% | 546 | -92.1% | 0.00% | – |
| Q2 2014 | $204,000 | – | 6,870 | – | 0.00% | – |
Download | ||||||
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% |