SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 99 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $449,000 | -0.9% | 13,000 | 0.0% | 0.04% | -7.7% |
| Q2 2018 | $453,000 | -2.8% | 13,000 | 0.0% | 0.04% | -2.5% |
| Q1 2018 | $466,000 | -0.2% | 13,000 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $467,000 | -23.1% | 13,000 | -25.3% | 0.04% | -23.1% |
| Q3 2017 | $607,000 | +28.6% | 17,400 | +20.8% | 0.05% | +26.8% |
| Q2 2017 | $472,000 | +63.9% | 14,400 | +53.2% | 0.04% | +64.0% |
| Q1 2017 | $288,000 | – | 9,400 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Advisors Inc | 361,297 | $12,992,000 | 9.25% |
| O'Dell Group, LLC | 184,550 | $6,636,000 | 4.85% |
| Arlington Financial Advisors, LLC | 200,662 | $7,637,000 | 3.60% |
| Charles Schwab Investment Advisory, Inc. | 27,763,487 | $998,375,000 | 3.59% |
| Ackerman Capital Advisors, LLC | 169,859 | $5,921,000 | 2.51% |
| Sharkey, Howes & Javer | 109,165 | $3,926,000 | 2.29% |
| Cribstone Capital Management, LLC | 116,276 | $4,181,000 | 1.97% |
| First Capital Advisors Group, LLC. | 84,834 | $3,051,000 | 1.92% |
| Live Your Vision, LLC | 141,564 | $5,312,000 | 1.78% |
| Vigilant Capital Management, LLC | 347,823 | $12,508,000 | 1.64% |