SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,167 | +60.8% | 100 | +63.9% | 0.00% | – |
| Q2 2023 | $1,970 | +311.3% | 61 | -99.6% | 0.00% | -100.0% |
| Q1 2023 | $479 | +47800.0% | 15,313 | +32480.9% | 0.02% | – |
| Q4 2022 | $1 | – | 47 | +327.3% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -99.9% | 0.00% | -100.0% |
| Q2 2022 | $377,000 | +18750.0% | 13,308 | +22455.9% | 0.01% | – |
| Q1 2022 | $2,000 | -96.9% | 59 | -97.3% | 0.00% | -100.0% |
| Q4 2020 | $64,000 | +6300.0% | 2,200 | +4300.0% | 0.00% | – |
| Q2 2020 | $1,000 | -92.3% | 50 | -89.1% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | -23.5% | 460 | -37.2% | 0.00% | -50.0% |
| Q3 2015 | $17,000 | -10.5% | 732 | +2.2% | 0.00% | 0.0% |
| Q1 2015 | $19,000 | +58.3% | 716 | +74.6% | 0.00% | 0.0% |
| Q2 2014 | $12,000 | – | 410 | – | 0.00% | – |
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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% |