SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,740 | +30.8% | 12,401 | +33.3% | 0.00% | +100.0% |
| Q2 2023 | $300,329 | +33.1% | 9,301 | +28.9% | 0.00% | 0.0% |
| Q1 2023 | $225,613 | +8.5% | 7,215 | +12.8% | 0.00% | 0.0% |
| Q4 2021 | $208,000 | -58.0% | 6,394 | -58.5% | 0.00% | -66.7% |
| Q1 2021 | $495,000 | +8.8% | 15,418 | -0.8% | 0.00% | 0.0% |
| Q4 2020 | $455,000 | +22.0% | 15,538 | +2.2% | 0.00% | 0.0% |
| Q3 2020 | $373,000 | – | 15,201 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,460,998 | $82,164,000 | 14.20% |
| Opes Wealth Management LLC | 678,262 | $16,102,000 | 8.21% |
| Arlington Financial Advisors, LLC | 477,064 | $11,326,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 93,052,892 | $2,209,075,000 | 5.57% |
| Callan Capital, LLC | 898,487 | $21,330,000 | 5.35% |
| FOSTER & MOTLEY INC | 1,259,727 | $29,906,000 | 3.74% |
| Your Advocates Ltd., LLP | 206,478 | $5,102,000 | 3.53% |
| RHS Financial, LLC | 120,625 | $2,864,000 | 3.35% |
| Resonant Capital Advisors, LLC | 448,002 | $10,636,000 | 3.09% |
| CABOT WEALTH MANAGEMENT INC | 651,922 | $15,476,000 | 3.09% |