SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 117 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $28,612 | +3.3% | 816,795 | +5.0% | 0.11% | -0.9% |
Q1 2024 | $27,707 | +7.9% | 778,071 | +2.2% | 0.11% | -1.8% |
Q4 2023 | $25,674 | -2.3% | 761,161 | -8.3% | 0.11% | -11.4% |
Q3 2023 | $26,283 | -1.4% | 829,895 | +0.5% | 0.12% | +1.7% |
Q2 2023 | $26,652 | +26.9% | 825,404 | +22.9% | 0.12% | +17.5% |
Q1 2023 | $21,001 | +9.0% | 671,605 | +1.3% | 0.10% | +3.0% |
Q4 2022 | $19,274 | -99.9% | 663,017 | -4.8% | 0.10% | +1.0% |
Q3 2022 | $17,516,000 | -0.9% | 696,452 | +11.6% | 0.10% | +4.2% |
Q2 2022 | $17,671,000 | -3.1% | 624,204 | +10.3% | 0.10% | +13.1% |
Q1 2022 | $18,243,000 | -17.2% | 565,848 | -16.5% | 0.08% | -15.2% |
Q4 2021 | $22,038,000 | +276.1% | 677,874 | +279.9% | 0.10% | +241.4% |
Q3 2021 | $5,859,000 | -43.1% | 178,455 | -42.3% | 0.03% | -40.8% |
Q2 2021 | $10,300,000 | +170.7% | 309,480 | +161.1% | 0.05% | +133.3% |
Q1 2021 | $3,805,000 | +56.9% | 118,548 | +43.2% | 0.02% | +50.0% |
Q4 2020 | $2,425,000 | +37.5% | 82,806 | +15.3% | 0.01% | +16.7% |
Q3 2020 | $1,764,000 | -85.6% | 71,811 | -86.1% | 0.01% | -87.0% |
Q2 2020 | $12,267,000 | +38.8% | 516,724 | +23.0% | 0.09% | +8.2% |
Q1 2020 | $8,837,000 | -18.7% | 420,199 | +11.8% | 0.08% | +1.2% |
Q4 2019 | $10,868,000 | +11.6% | 375,811 | +6.4% | 0.08% | -1.2% |
Q3 2019 | $9,736,000 | +1.0% | 353,151 | +2.1% | 0.08% | -4.5% |
Q2 2019 | $9,640,000 | +148.5% | 346,007 | +146.0% | 0.09% | +140.5% |
Q1 2019 | $3,879,000 | +19.3% | 140,630 | +9.1% | 0.04% | +2.8% |
Q4 2018 | $3,251,000 | -16.8% | 128,921 | -1.2% | 0.04% | -2.7% |
Q3 2018 | $3,907,000 | -0.1% | 130,437 | -1.5% | 0.04% | -9.8% |
Q2 2018 | $3,912,000 | +5.0% | 132,417 | +6.6% | 0.04% | -2.4% |
Q1 2018 | $3,724,000 | +7.2% | 124,215 | +8.7% | 0.04% | +2.4% |
Q4 2017 | $3,474,000 | +20.5% | 114,289 | +18.4% | 0.04% | +5.1% |
Q3 2017 | $2,884,000 | +24.6% | 96,551 | +16.8% | 0.04% | +14.7% |
Q2 2017 | $2,315,000 | +23.5% | 82,661 | +18.2% | 0.03% | +6.2% |
Q1 2017 | $1,875,000 | +108.1% | 69,955 | +94.8% | 0.03% | +88.2% |
Q4 2016 | $901,000 | +48.2% | 35,909 | +48.8% | 0.02% | +54.5% |
Q3 2016 | $608,000 | +50.5% | 24,133 | +41.8% | 0.01% | +22.2% |
Q2 2016 | $404,000 | – | 17,024 | – | 0.01% | – |
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% |