SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,704,000 | -2.9% | 53,797 | -1.0% | 0.11% | +9.2% |
| Q2 2023 | $1,754,000 | +122901.4% | 54,328 | +10.8% | 0.10% | +6.5% |
| Q4 2022 | $1,426 | -100.0% | 49,043 | -64.0% | 0.09% | -93.5% |
| Q1 2022 | $8,116,000 | +270433.3% | 136,412 | +134961.4% | 1.42% | – |
| Q4 2020 | $3,000 | +50.0% | 101 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -33.3% | 101 | -34.0% | 0.00% | – |
| Q1 2020 | $3,000 | -66.7% | 153 | -52.3% | 0.00% | -100.0% |
| Q4 2019 | $9,000 | 0.0% | 321 | -2.7% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | – | 330 | – | 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% |