SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $972,000 | +18.5% | 40,937 | +4.9% | 0.46% | +22.0% |
Q1 2020 | $820,000 | -22.6% | 39,009 | +6.5% | 0.37% | +27.3% |
Q4 2019 | $1,059,000 | +15.1% | 36,628 | +9.8% | 0.29% | +72.4% |
Q3 2019 | $920,000 | +36.3% | 33,359 | +37.8% | 0.17% | +41.7% |
Q2 2019 | $675,000 | +7.7% | 24,217 | +6.6% | 0.12% | +10.1% |
Q1 2019 | $627,000 | +90.0% | 22,724 | +73.5% | 0.11% | +62.7% |
Q4 2018 | $330,000 | -2.4% | 13,100 | +16.2% | 0.07% | -8.2% |
Q3 2018 | $338,000 | +1.2% | 11,272 | -0.4% | 0.07% | -3.9% |
Q2 2018 | $334,000 | – | 11,313 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BRR OpCo, LLC | 4,460,445 | $124,268,000 | 20.04% |
Opes Wealth Management LLC | 646,075 | $18,000,000 | 12.30% |
Arlington Financial Advisors, LLC | 365,055 | $10,170,000 | 5.82% |
RHS Financial, LLC | 147,665 | $4,114,000 | 5.15% |
FOSTER & MOTLEY INC | 1,049,440 | $29,237,000 | 4.10% |
Charles Schwab Investment Advisory, Inc. | 89,193,362 | $2,484,927,000 | 3.96% |
Relaxing Retirement Coach | 455,301 | $12,686,000 | 3.88% |
CABOT WEALTH MANAGEMENT INC | 564,892 | $15,738,000 | 3.32% |
Roof Eidam Maycock Peralta, LLC | 264,875 | $7,379,000 | 3.03% |
Tarbox Family Office, Inc. | 286,053 | $7,969,000 | 2.49% |