SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $175,769 | +155.4% | 5,550 | +160.4% | 0.00% | – |
| Q2 2023 | $68,810 | -44.7% | 2,131 | -46.4% | 0.00% | – |
| Q1 2023 | $124,361 | +0.3% | 3,977 | -6.8% | 0.00% | – |
| Q4 2022 | $123,983 | +31.9% | 4,265 | +13.9% | 0.00% | – |
| Q3 2022 | $94,000 | -27.7% | 3,744 | -18.6% | 0.00% | – |
| Q2 2022 | $130,000 | -35.0% | 4,602 | -25.8% | 0.00% | – |
| Q1 2022 | $200,000 | 0.0% | 6,200 | +0.7% | 0.00% | – |
| Q4 2021 | $200,000 | +25.8% | 6,157 | +27.5% | 0.00% | – |
| Q3 2021 | $159,000 | +14.4% | 4,828 | +15.5% | 0.00% | – |
| Q2 2021 | $139,000 | +3.7% | 4,181 | 0.0% | 0.00% | – |
| Q1 2021 | $134,000 | +9.8% | 4,181 | 0.0% | 0.00% | – |
| Q4 2020 | $122,000 | +18.4% | 4,181 | 0.0% | 0.00% | – |
| Q3 2020 | $103,000 | -13.4% | 4,181 | -16.3% | 0.00% | – |
| Q2 2020 | $119,000 | -7.8% | 4,993 | -18.4% | 0.00% | – |
| Q1 2020 | $129,000 | -33.5% | 6,119 | -8.5% | 0.00% | – |
| Q4 2019 | $194,000 | +1.0% | 6,691 | -3.7% | 0.00% | – |
| Q3 2019 | $192,000 | +0.5% | 6,948 | +1.5% | 0.00% | – |
| Q2 2019 | $191,000 | +29.1% | 6,847 | +27.5% | 0.00% | – |
| Q1 2019 | $148,000 | +289.5% | 5,372 | +255.3% | 0.00% | – |
| Q4 2018 | $38,000 | -15.6% | 1,512 | 0.0% | 0.00% | – |
| Q3 2018 | $45,000 | -15.1% | 1,512 | -15.8% | 0.00% | – |
| Q2 2018 | $53,000 | +120.8% | 1,796 | +126.8% | 0.00% | – |
| Q1 2018 | $24,000 | +20.0% | 792 | +21.1% | 0.00% | – |
| Q4 2017 | $20,000 | 0.0% | 654 | 0.0% | 0.00% | – |
| Q3 2017 | $20,000 | -33.3% | 654 | -47.7% | 0.00% | – |
| Q3 2015 | $30,000 | -11.8% | 1,250 | 0.0% | 0.00% | – |
| Q2 2015 | $34,000 | +3300.0% | 1,250 | +4210.3% | 0.00% | – |
| Q1 2015 | $1,000 | – | 29 | – | 0.00% | – |
Download | ||||||
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% |