SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 179 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,550 | +136.5% | 19,689 | +141.1% | 0.07% | +141.4% |
| Q2 2023 | $263,648 | +12.2% | 8,165 | +8.7% | 0.03% | +7.4% |
| Q1 2023 | $234,900 | +7.7% | 7,512 | +0.1% | 0.03% | -6.9% |
| Q4 2022 | $218,054 | -68.8% | 7,501 | -69.9% | 0.03% | -84.6% |
| Q2 2019 | $700,000 | -61.2% | 24,957 | -58.6% | 0.19% | -69.9% |
| Q3 2018 | $1,805,000 | -28.3% | 60,268 | -27.3% | 0.62% | -34.6% |
| Q4 2017 | $2,519,000 | -26.1% | 82,886 | -27.4% | 0.95% | -27.9% |
| Q3 2017 | $3,408,000 | – | 114,111 | – | 1.32% | – |
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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% |