SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,597 | +1.0% | 271,484 | +1.8% | 1.69% | -6.0% |
| Q1 2024 | $9,500 | +8.2% | 266,783 | +2.5% | 1.80% | -3.8% |
| Q4 2023 | $8,781 | -99.9% | 260,335 | +5.3% | 1.87% | -7.7% |
| Q3 2023 | $7,826,195 | +8.0% | 247,117 | +6.6% | 2.02% | -17.3% |
| Q2 2023 | $7,248,574 | 0.0% | 231,806 | 0.0% | 2.45% | +8.5% |
| Q1 2023 | $7,248,574 | – | 231,806 | – | 2.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 6,199,868 | $130,383,000 | 24.95% |
| Opes Wealth Management LLC | 796,185 | $16,744,000 | 12.60% |
| Your Advocates Ltd., LLP | 556,579 | $11,705,000 | 10.11% |
| Charles Schwab Investment Advisory, Inc. | 113,164,026 | $2,379,839,000 | 6.75% |
| Arlington Financial Advisors, LLC | 450,396 | $9,472,000 | 6.74% |
| FOSTER & MOTLEY INC | 1,299,134 | $27,321,000 | 4.08% |
| RHS Financial, LLC | 126,384 | $2,658,000 | 3.56% |
| CABOT WEALTH MANAGEMENT INC | 599,211 | $12,601,000 | 3.01% |
| Brinker Capital Investments, LLC | 3,111,801 | $65,441,000 | 2.99% |
| Relaxing Retirement Coach | 227,153 | $4,775,000 | 2.94% |