SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 509 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $236,709 | +1.6% | 6,642 | +1.6% | 0.01% | 0.0% |
| Q1 2024 | $232,874 | +4.4% | 6,540 | -1.1% | 0.01% | -12.5% |
| Q4 2023 | $223,109 | -96.5% | 6,615 | -96.5% | 0.01% | -97.9% |
| Q2 2021 | $6,349,000 | +2360.9% | 190,762 | +2113.8% | 0.38% | +864.1% |
| Q3 2018 | $258,000 | +4.0% | 8,617 | +2.6% | 0.04% | -31.6% |
| Q2 2018 | $248,000 | – | 8,398 | – | 0.06% | – |
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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% |