SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 163 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,176 | -32.2% | 195 | -30.9% | 0.00% | -100.0% |
| Q2 2023 | $9,106 | -54.5% | 282 | -54.4% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | 0.0% | 619 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -25.9% | 619 | -24.9% | 0.00% | -50.0% |
| Q2 2021 | $27,000 | -18.2% | 824 | -19.6% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +10.0% | 1,025 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $30,000 | -71.4% | 1,025 | -79.5% | 0.00% | -76.9% |
| Q1 2020 | $105,000 | -28.1% | 5,000 | -1.0% | 0.01% | 0.0% |
| Q4 2019 | $146,000 | +5.0% | 5,052 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $139,000 | -1.4% | 5,052 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $141,000 | +1.4% | 5,052 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $139,000 | +9.4% | 5,052 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $127,000 | -15.9% | 5,052 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $151,000 | +1.3% | 5,052 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $149,000 | -1.3% | 5,052 | 0.0% | 0.02% | -11.1% |
| Q1 2018 | $151,000 | -1.9% | 5,052 | 0.0% | 0.02% | -5.3% |
| Q4 2017 | $154,000 | +2.0% | 5,052 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $151,000 | +6.3% | 5,052 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $142,000 | +5.2% | 5,052 | 0.0% | 0.02% | +17.6% |
| Q1 2017 | $135,000 | – | 5,052 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,373,706 | $120,627,000 | 20.68% |
| Opes Wealth Management LLC | 652,764 | $18,003,000 | 13.16% |
| Arlington Financial Advisors, LLC | 358,958 | $9,900,000 | 5.63% |
| RHS Financial, LLC | 144,637 | $3,989,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,007,399 | $27,784,000 | 4.00% |
| Charles Schwab Investment Advisory, Inc. | 84,063,264 | $2,318,465,000 | 3.91% |
| Relaxing Retirement Coach | 455,000 | $12,542,000 | 3.91% |
| CABOT WEALTH MANAGEMENT INC | 565,897 | $15,607,000 | 3.43% |
| Roof Eidam Maycock Peralta, LLC | 269,655 | $7,437,000 | 2.93% |
| JBJ Investment Partners, LLC | 276,497 | $7,626,000 | 2.90% |