SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 58 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $71,000 | -1.4% | 2,152 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $72,000 | -31.4% | 2,152 | -33.9% | 0.01% | +12.5% |
| Q1 2021 | $105,000 | +23.5% | 3,257 | +12.6% | 0.01% | +14.3% |
| Q4 2020 | $85,000 | +60.4% | 2,892 | +33.8% | 0.01% | +40.0% |
| Q3 2020 | $53,000 | – | 2,161 | +11905.6% | 0.01% | – |
| Q2 2020 | $0 | -100.0% | 18 | -86.9% | 0.00% | – |
| Q1 2020 | $3,000 | -25.0% | 137 | +7.0% | 0.00% | – |
| Q4 2019 | $4,000 | +300.0% | 128 | +212.2% | 0.00% | – |
| Q2 2019 | $1,000 | -95.5% | 41 | -94.9% | 0.00% | -100.0% |
| Q1 2019 | $22,000 | -99.8% | 807 | +45.1% | 0.00% | 0.0% |
| Q2 2016 | $13,199,000 | – | 556 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |