SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 59 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $264,000 | -4.0% | 9,600 | -3.0% | 0.10% | -7.6% |
| Q2 2019 | $275,000 | -12.4% | 9,895 | -13.2% | 0.10% | -14.6% |
| Q1 2019 | $314,000 | -90.7% | 11,395 | -91.5% | 0.12% | -91.7% |
| Q4 2018 | $3,367,000 | +929.7% | 133,510 | +994.3% | 1.48% | +1101.6% |
| Q2 2017 | $327,000 | 0.0% | 12,201 | 0.0% | 0.12% | -10.2% |
| Q1 2017 | $327,000 | +21.6% | 12,201 | +13.8% | 0.14% | +14.2% |
| Q4 2016 | $269,000 | -0.4% | 10,724 | 0.0% | 0.12% | -4.8% |
| Q3 2016 | $270,000 | +26.2% | 10,724 | +19.2% | 0.13% | +0.8% |
| Q2 2016 | $214,000 | +0.9% | 9,000 | 0.0% | 0.12% | +12.6% |
| Q1 2016 | $212,000 | -0.9% | 9,000 | 0.0% | 0.11% | -9.8% |
| Q4 2015 | $214,000 | +0.5% | 9,000 | 0.0% | 0.12% | +7.0% |
| Q3 2015 | $213,000 | -11.6% | 9,000 | 0.0% | 0.12% | -5.7% |
| Q2 2015 | $241,000 | +0.8% | 9,000 | 0.0% | 0.12% | 0.0% |
| Q1 2015 | $239,000 | +3.5% | 9,000 | 0.0% | 0.12% | +4.3% |
| Q4 2014 | $231,000 | -7.2% | 9,000 | 0.0% | 0.12% | -11.4% |
| Q3 2014 | $249,000 | -6.7% | 9,000 | 0.0% | 0.13% | -4.3% |
| Q2 2014 | $267,000 | +4.3% | 9,000 | 0.0% | 0.14% | -1.4% |
| Q1 2014 | $256,000 | +1.6% | 9,000 | 0.0% | 0.14% | -2.1% |
| Q4 2013 | $252,000 | – | 9,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |