SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,438,730 | +36.2% | 45,429 | +38.9% | 0.00% | – |
| Q2 2023 | $1,056,183 | -39.4% | 32,709 | -41.3% | 0.00% | – |
| Q1 2023 | $1,742,262 | +200.2% | 55,716 | +179.1% | 0.00% | – |
| Q4 2022 | $580,423 | +8.5% | 19,966 | -6.1% | 0.00% | – |
| Q3 2022 | $535,000 | -29.2% | 21,271 | -20.4% | 0.00% | – |
| Q2 2022 | $756,000 | -17.1% | 26,724 | -5.6% | 0.00% | – |
| Q1 2022 | $912,000 | +4.0% | 28,295 | +4.9% | 0.00% | – |
| Q4 2021 | $877,000 | +18.2% | 26,985 | +19.4% | 0.00% | – |
| Q3 2021 | $742,000 | +14.5% | 22,605 | +16.0% | 0.00% | – |
| Q2 2021 | $648,000 | +33.6% | 19,484 | +28.9% | 0.00% | – |
| Q1 2021 | $485,000 | +10.5% | 15,114 | +0.7% | 0.00% | – |
| Q4 2020 | $439,000 | +17.7% | 15,008 | -1.2% | 0.00% | – |
| Q3 2020 | $373,000 | +1595.5% | 15,186 | +1490.2% | 0.00% | – |
| Q2 2020 | $22,000 | -78.6% | 955 | -80.5% | 0.00% | – |
| Q1 2020 | $103,000 | -40.1% | 4,907 | -17.5% | 0.00% | – |
| Q4 2019 | $172,000 | +28.4% | 5,951 | +22.2% | 0.00% | – |
| Q3 2019 | $134,000 | +162.7% | 4,871 | +165.0% | 0.00% | – |
| Q2 2019 | $51,000 | +10.9% | 1,838 | +8.8% | 0.00% | – |
| Q1 2019 | $46,000 | +283.3% | 1,689 | +250.4% | 0.00% | – |
| Q4 2018 | $12,000 | – | 482 | – | 0.00% | – |
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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% |