SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 116 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $126,933 | +0.6% | 4,008 | +2.5% | 0.02% | 0.0% |
Q2 2023 | $126,222 | +5.3% | 3,909 | +1.9% | 0.02% | -6.2% |
Q1 2023 | $119,920 | -35.8% | 3,835 | -40.3% | 0.02% | -40.7% |
Q4 2022 | $186,658 | +63.7% | 6,421 | +41.7% | 0.03% | +35.0% |
Q3 2022 | $114,000 | +1528.6% | 4,533 | +1691.7% | 0.02% | +1900.0% |
Q2 2022 | $7,000 | -61.1% | 253 | -53.4% | 0.00% | -66.7% |
Q1 2022 | $18,000 | +125.0% | 543 | +114.6% | 0.00% | +200.0% |
Q4 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | -50.0% |
Q3 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $8,000 | 0.0% | 253 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $8,000 | -84.0% | 253 | -86.0% | 0.00% | -86.7% |
Q2 2019 | $50,000 | +1150.0% | 1,802 | +1134.2% | 0.02% | +1400.0% |
Q4 2018 | $4,000 | -90.7% | 146 | -89.9% | 0.00% | -95.7% |
Q1 2018 | $43,000 | -2.3% | 1,441 | 0.0% | 0.02% | -4.2% |
Q4 2017 | $44,000 | +2.3% | 1,441 | 0.0% | 0.02% | -7.7% |
Q3 2017 | $43,000 | – | 1,441 | – | 0.03% | – |
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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% |