SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,080 | -1.9% | 1,076 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $34,748 | +3.3% | 1,076 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $33,622 | +108358.1% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31 | -99.9% | 1,075 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -55.7% | 1,074 | -50.5% | 0.00% | -50.0% |
| Q2 2022 | $61,000 | +74.3% | 2,171 | +102.3% | 0.00% | +100.0% |
| Q1 2022 | $35,000 | 0.0% | 1,073 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | 0.0% | 1,083 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $35,000 | -2.8% | 1,081 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +2.9% | 1,071 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | +12.9% | 1,077 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +19.2% | 1,070 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | 0.0% | 1,069 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +13.0% | 1,082 | +0.1% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -25.8% | 1,081 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | -70.5% | 1,081 | -69.1% | 0.00% | -75.0% |
| Q3 2018 | $105,000 | -76.9% | 3,497 | -78.4% | 0.00% | -86.2% |
| Q2 2017 | $454,000 | – | 16,194 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,460,445 | $124,268,000 | 20.04% |
| Opes Wealth Management LLC | 646,075 | $18,000,000 | 12.30% |
| Arlington Financial Advisors, LLC | 365,055 | $10,170,000 | 5.82% |
| RHS Financial, LLC | 147,665 | $4,114,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,049,440 | $29,237,000 | 4.10% |
| Charles Schwab Investment Advisory, Inc. | 89,193,362 | $2,484,927,000 | 3.96% |
| Relaxing Retirement Coach | 455,301 | $12,686,000 | 3.88% |
| CABOT WEALTH MANAGEMENT INC | 564,892 | $15,738,000 | 3.32% |
| Roof Eidam Maycock Peralta, LLC | 264,875 | $7,379,000 | 3.03% |
| Tarbox Family Office, Inc. | 286,053 | $7,969,000 | 2.49% |