SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 509 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,358 | -0.1% | 1,095 | +1.6% | 0.00% | 0.0% |
| Q1 2024 | $38,385 | +5.6% | 1,078 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $36,358 | +6.7% | 1,078 | +0.2% | 0.00% | 0.0% |
| 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 | 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% |