SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 164 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |