Tortoise Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 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
Tortoise Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$3,064
+7.5%
980.0%0.00%
Q4 2022$2,849
+42.4%
980.0%0.00%
Q3 2022$2,000
-33.3%
980.0%0.00%
-100.0%
Q2 2022$3,0000.0%980.0%0.00%0.0%
Q1 2022$3,0000.0%980.0%0.00%0.0%
Q4 2021$3,000
-66.7%
98
-66.1%
0.00%
-50.0%
Q3 2018$9,0000.0%2890.0%0.00%0.0%
Q2 2018$9,0002890.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 4,373,706$120,627,00020.68%
Opes Wealth Management LLC 652,764$18,003,00013.16%
Arlington Financial Advisors, LLC 358,958$9,900,0005.63%
RHS Financial, LLC 144,637$3,989,0005.15%
FOSTER & MOTLEY INC 1,007,399$27,784,0004.00%
Charles Schwab Investment Advisory, Inc. 84,063,264$2,318,465,0003.91%
Relaxing Retirement Coach 455,000$12,542,0003.91%
CABOT WEALTH MANAGEMENT INC 565,897$15,607,0003.43%
Roof Eidam Maycock Peralta, LLC 269,655$7,437,0002.93%
JBJ Investment Partners, LLC 276,497$7,626,0002.90%
View complete list of SCHWAB STRATEGIC TR shareholders