SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $35,280 | -32.2% | 1,114 | -30.9% | 0.00% | -42.9% |
Q2 2023 | $52,019 | +49.3% | 1,611 | +44.6% | 0.01% | +40.0% |
Q1 2023 | $34,835 | +7.6% | 1,114 | 0.0% | 0.01% | +25.0% |
Q4 2022 | $32,384 | +547.7% | 1,114 | +293.6% | 0.00% | +300.0% |
Q1 2020 | $5,000 | -44.4% | 283 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $9,000 | +12.5% | 283 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $8,000 | -27.3% | 283 | -33.4% | 0.00% | -33.3% |
Q2 2019 | $11,000 | -88.9% | 425 | -88.1% | 0.00% | -88.9% |
Q1 2019 | $99,000 | -88.3% | 3,584 | -89.3% | 0.03% | -88.7% |
Q4 2018 | $844,000 | +1218.8% | 33,452 | +1472.0% | 0.24% | +750.0% |
Q3 2018 | $64,000 | +236.8% | 2,128 | +229.9% | 0.03% | +211.1% |
Q2 2018 | $19,000 | 0.0% | 645 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $19,000 | -5.0% | 645 | 0.0% | 0.01% | -18.2% |
Q4 2017 | $20,000 | +1900.0% | 645 | +1333.3% | 0.01% | +1000.0% |
Q3 2017 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $1,000 | 0.0% | 45 | +2.3% | 0.00% | 0.0% |
Q3 2016 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $1,000 | 0.0% | 44 | +29.4% | 0.00% | 0.0% |
Q1 2016 | $1,000 | -75.0% | 34 | -80.5% | 0.00% | -66.7% |
Q4 2015 | $4,000 | -20.0% | 174 | -22.7% | 0.00% | -25.0% |
Q3 2015 | $5,000 | 0.0% | 225 | +14.2% | 0.00% | 0.0% |
Q2 2015 | $5,000 | +25.0% | 197 | +40.7% | 0.00% | +33.3% |
Q1 2015 | $4,000 | +100.0% | 140 | +94.4% | 0.00% | +200.0% |
Q4 2014 | $2,000 | 0.0% | 72 | +16.1% | 0.00% | 0.0% |
Q3 2014 | $2,000 | +100.0% | 62 | +82.4% | 0.00% | 0.0% |
Q2 2014 | $1,000 | – | 34 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BRR OpCo, LLC | 4,373,706 | $120,627,000 | 20.68% |
Opes Wealth Management LLC | 652,764 | $18,003,000 | 13.16% |
Arlington Financial Advisors, LLC | 358,958 | $9,900,000 | 5.63% |
RHS Financial, LLC | 144,637 | $3,989,000 | 5.15% |
FOSTER & MOTLEY INC | 1,007,399 | $27,784,000 | 4.00% |
Charles Schwab Investment Advisory, Inc. | 84,063,264 | $2,318,465,000 | 3.91% |
Relaxing Retirement Coach | 455,000 | $12,542,000 | 3.91% |
CABOT WEALTH MANAGEMENT INC | 565,897 | $15,607,000 | 3.43% |
Roof Eidam Maycock Peralta, LLC | 269,655 | $7,437,000 | 2.93% |
JBJ Investment Partners, LLC | 276,497 | $7,626,000 | 2.90% |