SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,260 | +96.2% | 766 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $12,368 | +3.3% | 383 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,977 | -63.6% | 383 | -66.1% | 0.00% | -66.7% |
| Q4 2022 | $32,878 | -30.0% | 1,131 | -39.8% | 0.00% | -25.0% |
| Q3 2022 | $47,000 | -11.3% | 1,878 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $53,000 | +82.8% | 1,861 | +105.9% | 0.00% | +100.0% |
| Q1 2022 | $29,000 | 0.0% | 904 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | +383.3% | 904 | +407.9% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 178 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 178 | -9.2% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 196 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $6,000 | +20.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -28.6% | 196 | -43.5% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | – | 347 | – | 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% |