Ellevest, Inc. - 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
Ellevest, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$3,752
-94.3%
120
-94.7%
0.00%
-100.0%
Q4 2022$65,931
+163.7%
2,268
+198.8%
0.01%
+200.0%
Q3 2021$25,000759
+8333.3%
0.00%
Q4 2019$090.0%0.00%
Q3 2019$090.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
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