SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $923,000 | +20.7% | 30,820 | +18.9% | 0.02% | +14.3% |
| Q2 2018 | $765,000 | +3.4% | 25,913 | +5.0% | 0.01% | +7.7% |
| Q1 2018 | $740,000 | -10.1% | 24,683 | -8.8% | 0.01% | -7.1% |
| Q4 2017 | $823,000 | +11.1% | 27,068 | +9.1% | 0.01% | +7.7% |
| Q3 2017 | $741,000 | +158.2% | 24,815 | +142.1% | 0.01% | +160.0% |
| Q2 2017 | $287,000 | – | 10,248 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |