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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $267,592 | -2.2% | 8,449 | -0.3% | 0.03% | -3.7% |
Q2 2023 | $273,735 | -4.4% | 8,477 | -7.4% | 0.03% | -12.9% |
Q1 2023 | $286,214 | +76.8% | 9,153 | +64.4% | 0.03% | +63.2% |
Q4 2022 | $161,891 | +149.1% | 5,569 | +116.8% | 0.02% | +111.1% |
Q3 2022 | $65,000 | +27.5% | 2,569 | +43.0% | 0.01% | 0.0% |
Q2 2022 | $51,000 | +920.0% | 1,797 | +1165.5% | 0.01% | +800.0% |
Q1 2022 | $5,000 | +400.0% | 142 | +189.8% | 0.00% | 0.0% |
Q4 2019 | $1,000 | – | 49 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BRR OpCo, LLC | 4,373,706 | $120,627,000 | 20.68% |
Opes Wealth Management LLC | 652,764 | $18,003,000 | 13.16% |
Arlington Financial Advisors, LLC | 358,958 | $9,900,000 | 5.63% |
RHS Financial, LLC | 144,637 | $3,989,000 | 5.15% |
FOSTER & MOTLEY INC | 1,007,399 | $27,784,000 | 4.00% |
Charles Schwab Investment Advisory, Inc. | 84,063,264 | $2,318,465,000 | 3.91% |
Relaxing Retirement Coach | 455,000 | $12,542,000 | 3.91% |
CABOT WEALTH MANAGEMENT INC | 565,897 | $15,607,000 | 3.43% |
Roof Eidam Maycock Peralta, LLC | 269,655 | $7,437,000 | 2.93% |
JBJ Investment Partners, LLC | 276,497 | $7,626,000 | 2.90% |