SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 191 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 | $857 | -7.4% | 27,047 | -5.6% | 0.01% | 0.0% |
| Q2 2023 | $925 | +6.6% | 28,647 | +3.2% | 0.01% | 0.0% |
| Q1 2023 | $868 | +3.2% | 27,759 | -4.1% | 0.01% | +8.3% |
| Q4 2022 | $841 | -99.9% | 28,940 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $728,000 | -13.7% | 28,940 | -2.9% | 0.01% | -13.3% |
| Q2 2022 | $844,000 | -32.3% | 29,814 | -22.9% | 0.02% | -21.1% |
| Q1 2022 | $1,247,000 | -0.8% | 38,679 | 0.0% | 0.02% | -13.6% |
| Q4 2021 | $1,257,000 | -1.0% | 38,679 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $1,270,000 | -13.6% | 38,679 | -12.4% | 0.02% | -17.2% |
| Q2 2021 | $1,470,000 | +1.7% | 44,163 | -1.9% | 0.03% | -3.3% |
| Q1 2021 | $1,445,000 | +2.3% | 45,022 | -6.6% | 0.03% | -9.1% |
| Q4 2020 | $1,412,000 | +8.0% | 48,212 | -9.3% | 0.03% | -2.9% |
| Q3 2020 | $1,307,000 | -29.6% | 53,181 | -32.0% | 0.03% | -37.0% |
| Q2 2020 | $1,856,000 | +13.7% | 78,181 | +0.8% | 0.05% | +1.9% |
| Q1 2020 | $1,632,000 | -15.2% | 77,581 | +16.6% | 0.05% | +8.2% |
| Q4 2019 | $1,924,000 | +203.9% | 66,529 | +189.5% | 0.05% | +145.0% |
| Q3 2019 | $633,000 | -0.8% | 22,977 | +0.4% | 0.02% | 0.0% |
| Q2 2019 | $638,000 | +8.3% | 22,887 | +7.1% | 0.02% | -20.0% |
| Q1 2019 | $589,000 | +17.6% | 21,362 | +7.6% | 0.02% | +4.2% |
| Q4 2018 | $501,000 | +2.5% | 19,850 | +21.6% | 0.02% | 0.0% |
| Q3 2018 | $489,000 | +27.7% | 16,330 | +25.8% | 0.02% | +20.0% |
| Q2 2018 | $383,000 | – | 12,980 | – | 0.02% | – |
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% |