SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $817,904 | +3.5% | 25,826 | +5.5% | 0.02% | +6.2% |
Q2 2023 | $790,583 | +4.8% | 24,484 | +1.5% | 0.02% | -5.9% |
Q1 2023 | $754,453 | -5.2% | 24,127 | -11.9% | 0.02% | -22.7% |
Q4 2022 | $796,142 | -78.4% | 27,387 | -81.3% | 0.02% | -78.2% |
Q3 2022 | $3,680,000 | +957.5% | 146,314 | +1255.8% | 0.10% | +1162.5% |
Q1 2022 | $348,000 | – | 10,792 | – | 0.01% | – |
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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% |