SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 177 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |