SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 203 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $671,902 | +35.2% | 19,007 | +36.2% | 0.00% | 0.0% |
| Q1 2024 | $497,039 | +8.9% | 13,958 | +3.1% | 0.00% | 0.0% |
| Q4 2023 | $456,530 | +3.9% | 13,534 | -2.5% | 0.00% | 0.0% |
| Q3 2023 | $439,400 | +4.9% | 13,874 | +6.9% | 0.00% | 0.0% |
| Q2 2023 | $418,909 | -1.1% | 12,973 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $423,590 | +7.7% | 13,546 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $393,410 | +21.0% | 13,533 | +4.6% | 0.00% | 0.0% |
| Q3 2022 | $325,000 | -3.0% | 12,932 | +9.2% | 0.00% | 0.0% |
| Q2 2022 | $335,000 | +15.9% | 11,843 | +32.2% | 0.00% | 0.0% |
| Q1 2022 | $289,000 | +17.0% | 8,958 | +18.1% | 0.00% | 0.0% |
| Q4 2021 | $247,000 | -14.2% | 7,584 | -13.6% | 0.00% | 0.0% |
| Q3 2021 | $288,000 | -1.7% | 8,774 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $293,000 | +3.9% | 8,798 | -0.0% | 0.00% | 0.0% |
| Q1 2021 | $282,000 | +9.3% | 8,799 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $258,000 | +21.1% | 8,799 | +1.3% | 0.00% | 0.0% |
| Q3 2020 | $213,000 | – | 8,684 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 6,199,868 | $130,383,000 | 24.95% |
| Opes Wealth Management LLC | 796,185 | $16,744,000 | 12.60% |
| Your Advocates Ltd., LLP | 556,579 | $11,705,000 | 10.11% |
| Charles Schwab Investment Advisory, Inc. | 113,164,026 | $2,379,839,000 | 6.75% |
| Arlington Financial Advisors, LLC | 450,396 | $9,472,000 | 6.74% |
| FOSTER & MOTLEY INC | 1,299,134 | $27,321,000 | 4.08% |
| RHS Financial, LLC | 126,384 | $2,658,000 | 3.56% |
| CABOT WEALTH MANAGEMENT INC | 599,211 | $12,601,000 | 3.01% |
| Brinker Capital Investments, LLC | 3,111,801 | $65,441,000 | 2.99% |
| Relaxing Retirement Coach | 227,153 | $4,775,000 | 2.94% |