SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,108 | +4.5% | 158 | +1.3% | 0.00% | +50.0% |
| Q1 2023 | $4,889 | +7.6% | 156 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,545 | +13.6% | 156 | +2.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -60.0% | 153 | -49.3% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | +100.0% | 302 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 151 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 148 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $5,000 | 0.0% | 148 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | +25.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -63.6% | 146 | -67.3% | 0.00% | -62.5% |
| Q3 2020 | $11,000 | -45.0% | 447 | -47.5% | 0.01% | -50.0% |
| Q2 2020 | $20,000 | +11.1% | 851 | +0.7% | 0.02% | -5.9% |
| Q1 2020 | $18,000 | -25.0% | 845 | 0.0% | 0.02% | -15.0% |
| Q4 2019 | $24,000 | – | 845 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,460,445 | $124,268,000 | 20.04% |
| Opes Wealth Management LLC | 646,075 | $18,000,000 | 12.30% |
| Arlington Financial Advisors, LLC | 365,055 | $10,170,000 | 5.82% |
| RHS Financial, LLC | 147,665 | $4,114,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,049,440 | $29,237,000 | 4.10% |
| Charles Schwab Investment Advisory, Inc. | 89,193,362 | $2,484,927,000 | 3.96% |
| Relaxing Retirement Coach | 455,301 | $12,686,000 | 3.88% |
| CABOT WEALTH MANAGEMENT INC | 564,892 | $15,738,000 | 3.32% |
| Roof Eidam Maycock Peralta, LLC | 264,875 | $7,379,000 | 3.03% |
| Tarbox Family Office, Inc. | 286,053 | $7,969,000 | 2.49% |