SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $322,584 | +36.3% | 10,316 | +26.7% | 0.02% | +21.4% |
| Q4 2022 | $236,724 | +6.2% | 8,143 | -8.3% | 0.01% | -6.7% |
| Q3 2022 | $223,000 | -10.8% | 8,879 | +0.4% | 0.02% | -11.8% |
| Q2 2022 | $250,000 | -2.0% | 8,847 | +11.8% | 0.02% | +13.3% |
| Q1 2022 | $255,000 | +0.8% | 7,911 | +1.5% | 0.02% | -6.2% |
| Q4 2021 | $253,000 | +43.8% | 7,793 | +45.4% | 0.02% | +33.3% |
| Q3 2021 | $176,000 | +27.5% | 5,360 | +28.9% | 0.01% | +20.0% |
| Q2 2021 | $138,000 | – | 4,158 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,460,445 | $124,268,000 | 20.04% |
| Opes Wealth Management LLC | 646,075 | $18,000,000 | 12.30% |
| Arlington Financial Advisors, LLC | 365,055 | $10,170,000 | 5.82% |
| RHS Financial, LLC | 147,665 | $4,114,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,049,440 | $29,237,000 | 4.10% |
| Charles Schwab Investment Advisory, Inc. | 89,193,362 | $2,484,927,000 | 3.96% |
| Relaxing Retirement Coach | 455,301 | $12,686,000 | 3.88% |
| CABOT WEALTH MANAGEMENT INC | 564,892 | $15,738,000 | 3.32% |
| Roof Eidam Maycock Peralta, LLC | 264,875 | $7,379,000 | 3.03% |
| Tarbox Family Office, Inc. | 286,053 | $7,969,000 | 2.49% |