SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 88 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $248,000 | +2.1% | 8,576 | -2.7% | 0.03% | -77.2% |
| Q3 2019 | $243,000 | -38.0% | 8,810 | -37.3% | 0.11% | +1040.0% |
| Q2 2019 | $392,000 | -22.5% | 14,062 | -23.4% | 0.01% | -95.1% |
| Q1 2019 | $506,000 | +15.0% | 18,352 | +5.2% | 0.20% | +448.6% |
| Q4 2018 | $440,000 | -5.4% | 17,438 | +10.3% | 0.04% | -81.9% |
| Q3 2018 | $465,000 | -0.4% | 15,812 | 0.0% | 0.20% | +558.1% |
| Q2 2018 | $467,000 | -3.9% | 15,812 | -0.6% | 0.03% | -87.3% |
| Q1 2018 | $486,000 | +1.9% | 15,912 | +1.4% | 0.24% | +2.5% |
| Q4 2017 | $477,000 | +5.5% | 15,689 | +3.7% | 0.24% | -0.8% |
| Q3 2017 | $452,000 | +5.9% | 15,130 | -0.7% | 0.24% | +1.7% |
| Q2 2017 | $427,000 | +13.6% | 15,230 | +8.4% | 0.24% | +41.9% |
| Q1 2017 | $376,000 | -2.1% | 14,044 | -8.3% | 0.17% | -28.6% |
| Q4 2016 | $384,000 | -22.4% | 15,307 | -22.0% | 0.23% | -24.8% |
| Q3 2016 | $495,000 | +6.2% | 19,618 | 0.0% | 0.31% | +6.9% |
| Q2 2016 | $466,000 | -5.7% | 19,618 | -6.1% | 0.29% | -18.9% |
| Q1 2016 | $494,000 | -1.0% | 20,888 | -0.2% | 0.36% | +2.0% |
| Q4 2015 | $499,000 | +2.5% | 20,937 | +2.1% | 0.35% | +12.5% |
| Q3 2015 | $487,000 | -5.3% | 20,512 | +6.8% | 0.31% | -15.4% |
| Q2 2015 | $514,000 | +1.4% | 19,198 | +0.7% | 0.37% | +2.2% |
| Q1 2015 | $507,000 | +10.7% | 19,058 | +6.9% | 0.36% | +32.1% |
| Q4 2014 | $458,000 | -1.5% | 17,827 | +5.9% | 0.27% | -21.5% |
| Q3 2014 | $465,000 | +23.0% | 16,830 | +32.2% | 0.35% | +62.3% |
| Q2 2014 | $378,000 | – | 12,733 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |