SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 427 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,344 | -81.7% | 74 | -81.9% | 0.00% | – |
| Q1 2023 | $12,789 | -39.1% | 409 | -51.0% | 0.00% | – |
| Q3 2022 | $21,000 | -40.0% | 834 | -32.4% | 0.00% | – |
| Q2 2022 | $35,000 | -78.7% | 1,233 | -75.6% | 0.00% | -100.0% |
| Q4 2021 | $164,000 | +2242.9% | 5,049 | +2424.5% | 0.00% | – |
| Q3 2021 | $7,000 | -90.3% | 200 | -90.8% | 0.00% | -100.0% |
| Q2 2021 | $72,000 | – | 2,165 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,985,998 | $149,331,000 | 29.44% |
| Opes Advisors Inc | 521,456 | $15,618,000 | 11.42% |
| Vigilant Capital Management, LLC | 1,519,445 | $45,507,000 | 6.07% |
| Arlington Financial Advisors, LLC | 309,601 | $8,663,000 | 5.20% |
| FOSTER & MOTLEY INC | 966,397 | $28,944,000 | 4.34% |
| CABOT WEALTH MANAGEMENT INC | 618,210 | $18,515,000 | 3.97% |
| Charles Schwab Investment Advisory, Inc. | 75,926,888 | $2,274,010,000 | 3.94% |
| Relaxing Retirement Coach | 424,030 | $12,701,000 | 3.81% |
| Roof Eidam Maycock Peralta, LLC | 263,125 | $7,881,000 | 3.56% |
| Leonard Rickey Investment Advisors P.L.L.C. | 114,984 | $3,444,000 | 2.51% |