SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 163 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $289,000 | -4.6% | 10,004 | -9.1% | 0.08% | -12.0% |
| Q3 2019 | $303,000 | +3.4% | 11,004 | +4.8% | 0.09% | +4.5% |
| Q2 2019 | $293,000 | -1.0% | 10,501 | -2.2% | 0.09% | -4.3% |
| Q1 2019 | $296,000 | +31.6% | 10,734 | +20.5% | 0.09% | +13.6% |
| Q4 2018 | $225,000 | -12.5% | 8,911 | +3.8% | 0.08% | +2.5% |
| Q3 2018 | $257,000 | -1.2% | 8,586 | -2.3% | 0.08% | -6.0% |
| Q2 2018 | $260,000 | -34.8% | 8,792 | -33.9% | 0.08% | -36.4% |
| Q1 2018 | $399,000 | -2.7% | 13,300 | -1.3% | 0.13% | -1.5% |
| Q4 2017 | $410,000 | +39.9% | 13,478 | +37.2% | 0.13% | +31.4% |
| Q3 2017 | $293,000 | +7.3% | 9,824 | +0.6% | 0.10% | 0.0% |
| Q2 2017 | $273,000 | – | 9,761 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |