SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $108,000 | +1442.9% | 3,113 | +1582.7% | 0.01% | +333.3% |
| Q1 2018 | $7,000 | -30.0% | 185 | -35.1% | 0.00% | -25.0% |
| Q4 2017 | $10,000 | 0.0% | 285 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $10,000 | +11.1% | 285 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $9,000 | +12.5% | 285 | +14.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | – | 250 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Financial Advisors, LLC | 342,876 | $11,401,000 | 6.34% |
| Opes Wealth Management LLC | 290,634 | $9,664,000 | 5.92% |
| Resource Planning Group | 289,432 | $9,624,000 | 5.52% |
| RHS Financial, LLC | 125,445 | $4,171,000 | 4.36% |
| Strategic Blueprint, LLC | 154,270 | $5,129,000 | 3.52% |
| Relaxing Retirement Coach | 348,681 | $11,587,000 | 3.39% |
| O'Dell Group, LLC | 190,870 | $6,346,000 | 3.18% |
| Shakespeare Wealth Management, LLC | 103,819 | $4,656,000 | 2.52% |
| Clarius Group, LLC | 480,011 | $15,850,000 | 2.51% |
| JANICZEK WEALTH MANAGEMENT, LLC | 163,612 | $5,440,000 | 2.45% |