SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,870,000 | +4.0% | 64,257 | -1.4% | 0.01% | 0.0% |
| Q3 2019 | $1,798,000 | -13.5% | 65,181 | -12.5% | 0.01% | -20.0% |
| Q2 2019 | $2,079,000 | -19.6% | 74,506 | -20.0% | 0.02% | -25.0% |
| Q1 2019 | $2,585,000 | +21.2% | 93,168 | +11.1% | 0.02% | +5.3% |
| Q4 2018 | $2,133,000 | +51.3% | 83,843 | +78.1% | 0.02% | +58.3% |
| Q3 2018 | $1,410,000 | +142.7% | 47,069 | +142.7% | 0.01% | +140.0% |
| Q2 2018 | $581,000 | 0.0% | 19,392 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $581,000 | +65.5% | 19,392 | +68.2% | 0.01% | +66.7% |
| Q4 2017 | $351,000 | +431.8% | 11,532 | +420.2% | 0.00% | +200.0% |
| Q3 2017 | $66,000 | +46.7% | 2,217 | +38.4% | 0.00% | 0.0% |
| Q2 2017 | $45,000 | +28.6% | 1,602 | +19.6% | 0.00% | – |
| Q1 2017 | $35,000 | +2.9% | 1,340 | 0.0% | 0.00% | – |
| Q4 2016 | $34,000 | +466.7% | 1,340 | +470.2% | 0.00% | – |
| Q3 2016 | $6,000 | -92.0% | 235 | -92.5% | 0.00% | -100.0% |
| Q2 2016 | $75,000 | +1150.0% | 3,149 | +1240.0% | 0.00% | – |
| Q1 2016 | $6,000 | 0.0% | 235 | 0.0% | 0.00% | – |
| Q4 2015 | $6,000 | +20.0% | 235 | +2.2% | 0.00% | – |
| Q3 2015 | $5,000 | -16.7% | 230 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | +50.0% | 230 | +78.3% | 0.00% | – |
| Q2 2014 | $4,000 | 0.0% | 129 | 0.0% | 0.00% | – |
| Q1 2014 | $4,000 | 0.0% | 129 | 0.0% | 0.00% | – |
| Q4 2013 | $4,000 | +33.3% | 129 | 0.0% | 0.00% | – |
| Q3 2013 | $3,000 | – | 129 | – | 0.00% | – |
Download | ||||||
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% |