SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 404 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,014,000 | -13.0% | 239,123 | -2.1% | 2.70% | -6.6% |
| Q2 2022 | $6,913,000 | -14.1% | 244,199 | -2.1% | 2.90% | -6.5% |
| Q1 2022 | $8,045,000 | +3.5% | 249,528 | +4.4% | 3.10% | +6.9% |
| Q4 2021 | $7,773,000 | +5.3% | 239,102 | +6.3% | 2.89% | -6.4% |
| Q3 2021 | $7,382,000 | +10.1% | 224,870 | +11.6% | 3.09% | +5.7% |
| Q2 2021 | $6,704,000 | +15.2% | 201,443 | +11.1% | 2.92% | +5.7% |
| Q1 2021 | $5,821,000 | – | 181,332 | – | 2.77% | – |
Download | ||||||
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% |