SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $187,594 | +26.1% | 7,459 | +42.0% | 0.01% | +33.3% |
Q2 2022 | $148,741 | -23.3% | 5,254 | -12.7% | 0.01% | -14.3% |
Q1 2022 | $193,988 | -0.8% | 6,017 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $195,613 | -0.9% | 6,017 | +0.1% | 0.01% | 0.0% |
Q3 2021 | $197,407 | -1.4% | 6,013 | 0.0% | 0.01% | -12.5% |
Q2 2021 | $200,113 | +23.6% | 6,013 | +19.2% | 0.01% | +14.3% |
Q1 2021 | $161,912 | +29.6% | 5,044 | +18.2% | 0.01% | +16.7% |
Q4 2020 | $124,908 | +19.2% | 4,266 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $104,816 | +1.3% | 4,266 | -2.1% | 0.01% | -14.3% |
Q2 2020 | $103,483 | -3.4% | 4,359 | -14.4% | 0.01% | -22.2% |
Q1 2020 | $107,148 | -14.9% | 5,095 | +17.0% | 0.01% | 0.0% |
Q4 2019 | $125,976 | +4.9% | 4,356 | 0.0% | 0.01% | -10.0% |
Q3 2019 | $120,095 | -22.5% | 4,356 | -21.6% | 0.01% | -23.1% |
Q2 2019 | $154,874 | – | 5,559 | – | 0.01% | – |
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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% |