SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 426 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2024 | $2 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2023 | $2 | 0.0% | 50 | -5.7% | 0.00% | – |
| Q3 2023 | $2 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q2 2023 | $2 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | -80.0% | 53 | -84.5% | 0.00% | -100.0% |
| Q4 2022 | $10 | -99.5% | 341 | +459.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -50.0% | 61 | -49.2% | 0.00% | -100.0% |
| Q4 2021 | $4,000 | +100.0% | 120 | +96.7% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | +100.0% | 61 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -50.0% | 61 | -28.2% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | 0.0% | 85 | +14.9% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 74 | -1.3% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 75 | +11.9% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 67 | – | 0.00% | – |
Download | ||||||
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% |