SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,101,000 | -27.6% | 242,555 | -0.4% | 2.14% | -20.9% |
| Q4 2019 | $7,043,000 | -0.1% | 243,530 | -4.8% | 2.71% | -5.5% |
| Q3 2019 | $7,050,000 | -4.5% | 255,722 | -3.5% | 2.87% | -5.2% |
| Q2 2019 | $7,379,000 | -0.8% | 264,875 | -1.8% | 3.03% | +3.3% |
| Q1 2019 | $7,437,000 | +12.6% | 269,655 | +3.0% | 2.93% | -8.1% |
| Q4 2018 | $6,604,000 | -16.2% | 261,875 | -0.5% | 3.19% | -10.4% |
| Q3 2018 | $7,881,000 | -6.2% | 263,125 | -7.5% | 3.56% | -9.3% |
| Q2 2018 | $8,403,000 | -1.9% | 284,445 | -0.5% | 3.93% | -4.9% |
| Q1 2018 | $8,567,000 | -5.3% | 285,750 | -4.0% | 4.13% | -6.2% |
| Q4 2017 | $9,045,000 | +0.2% | 297,535 | -1.6% | 4.40% | -5.0% |
| Q3 2017 | $9,030,000 | +2.1% | 302,300 | -4.3% | 4.63% | +1.7% |
| Q2 2017 | $8,848,000 | +15.0% | 315,885 | +10.1% | 4.56% | +15.2% |
| Q1 2017 | $7,691,000 | +342.3% | 286,965 | +314.1% | 3.95% | +335.5% |
| Q4 2016 | $1,739,000 | – | 69,300 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |