Treybourne Wealth Planners, Inc. - SCHWAB STRATEGIC TR ownership

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
Treybourne Wealth Planners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$15,471,000
+5.9%
464,863
+2.2%
9.58%
-5.4%
Q1 2021$14,606,000
+48.3%
455,019
+35.3%
10.12%
+42.7%
Q4 2020$9,849,000336,3637.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRR OpCo, LLC 4,373,706$120,627,00020.68%
Opes Wealth Management LLC 652,764$18,003,00013.16%
Arlington Financial Advisors, LLC 358,958$9,900,0005.63%
RHS Financial, LLC 144,637$3,989,0005.15%
FOSTER & MOTLEY INC 1,007,399$27,784,0004.00%
Charles Schwab Investment Advisory, Inc. 84,063,264$2,318,465,0003.91%
Relaxing Retirement Coach 455,000$12,542,0003.91%
CABOT WEALTH MANAGEMENT INC 565,897$15,607,0003.43%
Roof Eidam Maycock Peralta, LLC 269,655$7,437,0002.93%
JBJ Investment Partners, LLC 276,497$7,626,0002.90%
View complete list of SCHWAB STRATEGIC TR shareholders