SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,000 | +11.1% | 336 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 328 | +0.9% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -91.9% | 325 | -90.1% | 0.00% | -93.5% |
| Q3 2018 | $99,000 | +8.8% | 3,296 | +6.7% | 0.03% | 0.0% |
| Q2 2018 | $91,000 | -2.2% | 3,089 | 0.0% | 0.03% | -3.1% |
| Q1 2018 | $93,000 | -1.1% | 3,089 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $94,000 | +2.2% | 3,089 | +0.2% | 0.03% | -5.7% |
| Q3 2017 | $92,000 | +7.0% | 3,082 | 0.0% | 0.04% | -2.8% |
| Q2 2017 | $86,000 | +975.0% | 3,082 | +903.9% | 0.04% | +800.0% |
| Q1 2017 | $8,000 | 0.0% | 307 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 307 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -58.8% | 300 | -52.2% | 0.00% | -60.0% |
| Q2 2015 | $17,000 | 0.0% | 627 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $17,000 | -43.3% | 627 | -45.5% | 0.01% | -50.0% |
| Q4 2014 | $30,000 | -26.8% | 1,150 | -22.2% | 0.02% | -31.0% |
| Q3 2014 | $41,000 | -6.8% | 1,478 | 0.0% | 0.03% | -3.3% |
| Q2 2014 | $44,000 | +388.9% | 1,478 | +392.7% | 0.03% | +400.0% |
| Q1 2014 | $9,000 | – | 300 | – | 0.01% | – |
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% |