SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 191 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,859,251 | +2.0% | 53,076 | +3.7% | 0.09% | -5.4% |
| Q1 2024 | $1,823,147 | +14.1% | 51,198 | +8.0% | 0.09% | -2.1% |
| Q4 2023 | $1,598,470 | +10.9% | 47,390 | +4.1% | 0.09% | -11.3% |
| Q3 2023 | $1,441,306 | -2.3% | 45,510 | -0.4% | 0.11% | +1.0% |
| Q2 2023 | $1,475,288 | +5.3% | 45,689 | +2.0% | 0.10% | +5.0% |
| Q1 2023 | $1,400,613 | +12.3% | 44,791 | +4.4% | 0.10% | +4.2% |
| Q4 2022 | $1,247,364 | +12.9% | 42,908 | -2.4% | 0.10% | +4.3% |
| Q3 2022 | $1,105,000 | -11.9% | 43,951 | -0.8% | 0.09% | -8.0% |
| Q2 2022 | $1,254,000 | -10.7% | 44,295 | +1.7% | 0.10% | +6.4% |
| Q1 2022 | $1,405,000 | +7.1% | 43,569 | +7.9% | 0.09% | +10.6% |
| Q4 2021 | $1,312,000 | +2.5% | 40,368 | +5.0% | 0.08% | -15.8% |
| Q2 2021 | $1,280,000 | +8.6% | 38,448 | +4.6% | 0.10% | -11.4% |
| Q1 2021 | $1,179,000 | +36.1% | 36,740 | +24.2% | 0.11% | +26.7% |
| Q4 2020 | $866,000 | +220.7% | 29,570 | +168.6% | 0.09% | +328.6% |
| Q3 2020 | $270,000 | -56.1% | 11,009 | -57.5% | 0.02% | -77.2% |
| Q2 2020 | $615,000 | +11.6% | 25,915 | +36.0% | 0.09% | +33.3% |
| Q4 2019 | $551,000 | – | 19,059 | – | 0.07% | – |
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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% |