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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BRR OpCo, LLC | 4,985,998 | $149,331,000 | 29.44% |
Opes Advisors Inc | 521,456 | $15,618,000 | 11.42% |
Vigilant Capital Management, LLC | 1,519,445 | $45,507,000 | 6.07% |
Arlington Financial Advisors, LLC | 309,601 | $8,663,000 | 5.20% |
FOSTER & MOTLEY INC | 966,397 | $28,944,000 | 4.34% |
CABOT WEALTH MANAGEMENT INC | 618,210 | $18,515,000 | 3.97% |
Charles Schwab Investment Advisory, Inc. | 75,926,888 | $2,274,010,000 | 3.94% |
Relaxing Retirement Coach | 424,030 | $12,701,000 | 3.81% |
Roof Eidam Maycock Peralta, LLC | 263,125 | $7,881,000 | 3.56% |
Leonard Rickey Investment Advisors P.L.L.C. | 114,984 | $3,444,000 | 2.51% |