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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |