SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $343,984 | -2.0% | 9,820 | -0.4% | 0.05% | -7.0% |
| Q1 2024 | $351,103 | +6.4% | 9,860 | +0.8% | 0.06% | -3.4% |
| Q4 2023 | $329,903 | +11.2% | 9,781 | +4.5% | 0.06% | -11.9% |
| Q3 2023 | $296,571 | -1.9% | 9,364 | 0.0% | 0.07% | -5.6% |
| Q2 2023 | $302,377 | +3.4% | 9,364 | +0.1% | 0.07% | -6.6% |
| Q1 2023 | $292,372 | -55.8% | 9,350 | -58.9% | 0.08% | -51.6% |
| Q4 2022 | $660,904 | +15.7% | 22,735 | +0.1% | 0.16% | -6.0% |
| Q3 2022 | $571,000 | +1402.6% | 22,720 | +1862.0% | 0.17% | +1755.6% |
| Q3 2021 | $38,000 | +1800.0% | 1,158 | +1738.1% | 0.01% | +800.0% |
| Q1 2021 | $2,000 | -33.3% | 63 | -38.2% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | – | 102 | – | 0.00% | – |
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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% |