SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $229,552 | -37.2% | 6,553 | -36.2% | 0.01% | -37.5% |
| Q1 2024 | $365,620 | +300.3% | 10,267 | +279.1% | 0.01% | +300.0% |
| Q4 2023 | $91,341 | -14.2% | 2,708 | -19.5% | 0.00% | -33.3% |
| Q3 2023 | $106,475 | -1.9% | 3,362 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $108,559 | +2918.9% | 3,362 | +2823.5% | 0.00% | – |
| Q1 2023 | $3,596 | +194.5% | 115 | +173.8% | 0.00% | – |
| Q4 2022 | $1,221 | +22.1% | 42 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -95.8% | 42 | -94.9% | 0.00% | -100.0% |
| Q2 2022 | $24,000 | +33.3% | 831 | +52.8% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | +125.0% | 544 | +121.1% | 0.00% | – |
| Q4 2021 | $8,000 | +100.0% | 246 | +125.7% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 109 | -12.8% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 125 | +12.6% | 0.00% | – |
| Q4 2019 | $3,000 | -89.3% | 111 | -88.9% | 0.00% | -100.0% |
| Q3 2019 | $28,000 | +1300.0% | 1,000 | +1104.8% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 83 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 83 | +27.7% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 65 | +6.6% | 0.00% | – |
| Q2 2018 | $2,000 | -90.0% | 61 | -92.7% | 0.00% | -100.0% |
| Q4 2015 | $20,000 | +1900.0% | 839 | +2107.9% | 0.00% | – |
| Q3 2015 | $1,000 | – | 38 | – | 0.00% | – |
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% |