SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298 | +6.0% | 9,420 | +4.7% | 0.12% | -2.4% |
| Q1 2023 | $281 | -48.5% | 8,994 | -52.2% | 0.13% | -44.5% |
| Q4 2022 | $546 | -99.9% | 18,799 | -0.8% | 0.23% | +2.2% |
| Q3 2022 | $476,000 | -18.8% | 18,944 | -8.6% | 0.22% | -13.8% |
| Q2 2022 | $586,000 | +51.8% | 20,716 | +73.2% | 0.26% | +62.5% |
| Q1 2022 | $386,000 | -4.2% | 11,959 | -3.6% | 0.16% | +10.3% |
| Q4 2021 | $403,000 | +6.1% | 12,400 | +7.2% | 0.14% | -9.9% |
| Q3 2021 | $380,000 | +5.8% | 11,567 | +7.2% | 0.16% | -15.7% |
| Q2 2021 | $359,000 | +7.5% | 10,789 | +3.8% | 0.19% | +20.1% |
| Q1 2021 | $334,000 | +10.2% | 10,397 | +0.4% | 0.16% | +1.3% |
| Q4 2020 | $303,000 | +20.2% | 10,352 | +0.8% | 0.16% | +10.6% |
| Q3 2020 | $252,000 | +11.0% | 10,270 | +7.4% | 0.14% | +4.4% |
| Q2 2020 | $227,000 | – | 9,559 | – | 0.14% | – |
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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% |