SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $486,000 | -99.8% | 15,527 | +37.5% | 0.34% | +60.6% |
| Q4 2018 | $284,759,000 | +81963.1% | 11,291 | -22.7% | 0.21% | +2.4% |
| Q4 2015 | $347,000 | +48.9% | 14,599 | +48.7% | 0.21% | +30.8% |
| Q3 2015 | $233,000 | -3.3% | 9,821 | +9.0% | 0.16% | +47.2% |
| Q2 2015 | $241,000 | +17.0% | 9,008 | +16.1% | 0.11% | +21.3% |
| Q1 2015 | $206,000 | – | 7,757 | – | 0.09% | – |
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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% |