SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 273 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,138 | +2.7% | 67,091 | +3.3% | 0.01% | 0.0% |
Q2 2023 | $2,082 | +50.8% | 64,952 | +47.0% | 0.01% | +66.7% |
Q1 2023 | $1,381 | +63.0% | 44,177 | +51.6% | 0.00% | +50.0% |
Q4 2022 | $847 | -99.9% | 29,148 | -16.3% | 0.00% | 0.0% |
Q3 2022 | $879,000 | +105.9% | 34,837 | +131.2% | 0.00% | +100.0% |
Q2 2022 | $427,000 | +105.3% | 15,071 | +138.2% | 0.00% | – |
Q3 2021 | $208,000 | -4.6% | 6,326 | -6.8% | 0.00% | – |
Q1 2021 | $218,000 | – | 6,784 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BRR OpCo, LLC | 4,460,445 | $124,268,000 | 20.04% |
Opes Wealth Management LLC | 646,075 | $18,000,000 | 12.30% |
Arlington Financial Advisors, LLC | 365,055 | $10,170,000 | 5.82% |
RHS Financial, LLC | 147,665 | $4,114,000 | 5.15% |
FOSTER & MOTLEY INC | 1,049,440 | $29,237,000 | 4.10% |
Charles Schwab Investment Advisory, Inc. | 89,193,362 | $2,484,927,000 | 3.96% |
Relaxing Retirement Coach | 455,301 | $12,686,000 | 3.88% |
CABOT WEALTH MANAGEMENT INC | 564,892 | $15,738,000 | 3.32% |
Roof Eidam Maycock Peralta, LLC | 264,875 | $7,379,000 | 3.03% |
Tarbox Family Office, Inc. | 286,053 | $7,969,000 | 2.49% |