SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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% |