SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,115 | +96.8% | 117 | +98.3% | 0.00% | – |
| Q1 2024 | $2,091 | -47.2% | 59 | -49.6% | 0.00% | -100.0% |
| Q4 2023 | $3,962 | +9.0% | 117 | +1.7% | 0.00% | 0.0% |
| Q3 2023 | $3,634 | -1.9% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,705 | +4.5% | 115 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $3,545 | +307.9% | 113 | +276.7% | 0.00% | – |
| Q4 2022 | $869 | -59.5% | 30 | -64.7% | 0.00% | -100.0% |
| Q3 2022 | $2,145 | -11.2% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,415 | -11.9% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,740 | +50.5% | 85 | +51.8% | 0.00% | – |
| Q4 2021 | $1,821 | -0.9% | 56 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $1,838 | -1.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,864 | +3.7% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,798 | +9.6% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,640 | +19.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,376 | +3.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,329 | +12.8% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,178 | -27.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,620 | +4.9% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,544 | -1.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,560 | +1.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,544 | +9.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,412 | -15.8% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,677 | +1.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,654 | -1.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,679 | -1.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,702 | – | 56 | – | 0.00% | – |
Download | ||||||
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% |