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 4,985,998$149,331,00029.44%
Opes Advisors Inc 521,456$15,618,00011.42%
Vigilant Capital Management, LLC 1,519,445$45,507,0006.07%
Arlington Financial Advisors, LLC 309,601$8,663,0005.20%
FOSTER & MOTLEY INC 966,397$28,944,0004.34%
CABOT WEALTH MANAGEMENT INC 618,210$18,515,0003.97%
Charles Schwab Investment Advisory, Inc. 75,926,888$2,274,010,0003.94%
Relaxing Retirement Coach 424,030$12,701,0003.81%
Roof Eidam Maycock Peralta, LLC 263,125$7,881,0003.56%
Leonard Rickey Investment Advisors P.L.L.C. 114,984$3,444,0002.51%
View complete list of SCHWAB STRATEGIC TR shareholders