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 ↓ |
|---|---|---|---|
| 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% |