SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 319 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,499 | -5.6% | 6,519 | -4.7% | 0.00% | 0.0% |
| Q4 2021 | $223,000 | +3.2% | 6,844 | +4.0% | 0.00% | 0.0% |
| Q3 2021 | $216,000 | +0.9% | 6,578 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $214,000 | -7.8% | 6,444 | -33.9% | 0.00% | -40.0% |
| Q2 2020 | $232,000 | -13.1% | 9,753 | -23.2% | 0.01% | -16.7% |
| Q1 2020 | $267,000 | -12.7% | 12,692 | +20.0% | 0.01% | 0.0% |
| Q4 2019 | $306,000 | -49.7% | 10,574 | -52.0% | 0.01% | -50.0% |
| Q3 2019 | $608,000 | +131.2% | 22,035 | +111.2% | 0.01% | +100.0% |
| Q4 2018 | $263,000 | +23.5% | 10,431 | +44.6% | 0.01% | +20.0% |
| Q2 2018 | $213,000 | – | 7,212 | – | 0.01% | – |
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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% |