Resource Planning Group - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Resource Planning Group ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$216,836
+3.3%
6,7150.0%0.18%
+2.9%
Q1 2023$209,973
-22.2%
6,715
-18.3%
0.17%
+0.6%
Q3 2021$270,000
+2.7%
8,217
+3.9%
0.17%
+11.8%
Q2 2021$263,000
+4.0%
7,911
+0.4%
0.15%
-8.4%
Q1 2021$253,0007,8830.17%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
BRR OpCo, LLC 4,460,445$124,268,00020.04%
Opes Wealth Management LLC 646,075$18,000,00012.30%
Arlington Financial Advisors, LLC 365,055$10,170,0005.82%
RHS Financial, LLC 147,665$4,114,0005.15%
FOSTER & MOTLEY INC 1,049,440$29,237,0004.10%
Charles Schwab Investment Advisory, Inc. 89,193,362$2,484,927,0003.96%
Relaxing Retirement Coach 455,301$12,686,0003.88%
CABOT WEALTH MANAGEMENT INC 564,892$15,738,0003.32%
Roof Eidam Maycock Peralta, LLC 264,875$7,379,0003.03%
Tarbox Family Office, Inc. 286,053$7,969,0002.49%
View complete list of SCHWAB STRATEGIC TR shareholders