Tempus Wealth Planning, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,124,443
-1.2%
35,505
+0.8%
0.56%
+9.9%
Q2 2023$1,137,577
+12.9%
35,230
+9.3%
0.51%
+4.1%
Q1 2023$1,007,644
+34.7%
32,224
+25.2%
0.49%
+8.4%
Q4 2022$748,11625,7350.46%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 4,460,445$124,268,00020.04%
Opes Wealth Management LLC 646,075$18,000,00012.30%
Arlington Financial Advisors, LLC 365,055$10,170,0005.82%
RHS Financial, LLC 147,665$4,114,0005.15%
FOSTER & MOTLEY INC 1,049,440$29,237,0004.10%
Charles Schwab Investment Advisory, Inc. 89,193,362$2,484,927,0003.96%
Relaxing Retirement Coach 455,301$12,686,0003.88%
CABOT WEALTH MANAGEMENT INC 564,892$15,738,0003.32%
Roof Eidam Maycock Peralta, LLC 264,875$7,379,0003.03%
Tarbox Family Office, Inc. 286,053$7,969,0002.49%
View complete list of SCHWAB STRATEGIC TR shareholders