SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 116 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,933 | +0.6% | 4,008 | +2.5% | 0.02% | 0.0% |
| Q2 2023 | $126,222 | +5.3% | 3,909 | +1.9% | 0.02% | -6.2% |
| Q1 2023 | $119,920 | -35.8% | 3,835 | -40.3% | 0.02% | -40.7% |
| Q4 2022 | $186,658 | +63.7% | 6,421 | +41.7% | 0.03% | +35.0% |
| Q3 2022 | $114,000 | +1528.6% | 4,533 | +1691.7% | 0.02% | +1900.0% |
| Q2 2022 | $7,000 | -61.1% | 253 | -53.4% | 0.00% | -66.7% |
| Q1 2022 | $18,000 | +125.0% | 543 | +114.6% | 0.00% | +200.0% |
| Q4 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -84.0% | 253 | -86.0% | 0.00% | -86.7% |
| Q2 2019 | $50,000 | +1150.0% | 1,802 | +1134.2% | 0.02% | +1400.0% |
| Q4 2018 | $4,000 | -90.7% | 146 | -89.9% | 0.00% | -95.7% |
| Q1 2018 | $43,000 | -2.3% | 1,441 | 0.0% | 0.02% | -4.2% |
| Q4 2017 | $44,000 | +2.3% | 1,441 | 0.0% | 0.02% | -7.7% |
| Q3 2017 | $43,000 | – | 1,441 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,373,706 | $120,627,000 | 20.68% |
| Opes Wealth Management LLC | 652,764 | $18,003,000 | 13.16% |
| Arlington Financial Advisors, LLC | 358,958 | $9,900,000 | 5.63% |
| RHS Financial, LLC | 144,637 | $3,989,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,007,399 | $27,784,000 | 4.00% |
| Charles Schwab Investment Advisory, Inc. | 84,063,264 | $2,318,465,000 | 3.91% |
| Relaxing Retirement Coach | 455,000 | $12,542,000 | 3.91% |
| CABOT WEALTH MANAGEMENT INC | 565,897 | $15,607,000 | 3.43% |
| Roof Eidam Maycock Peralta, LLC | 269,655 | $7,437,000 | 2.93% |
| JBJ Investment Partners, LLC | 276,497 | $7,626,000 | 2.90% |