SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 203 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,454 | +45.8% | 1,254 | +27.8% | 0.00% | +50.0% |
| Q3 2022 | $25,000 | +4.2% | 981 | +15.4% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -57.9% | 850 | -51.7% | 0.00% | -50.0% |
| Q1 2022 | $57,000 | +103.6% | 1,761 | +107.2% | 0.00% | +100.0% |
| Q4 2021 | $28,000 | 0.0% | 850 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $28,000 | +180.0% | 850 | +185.2% | 0.00% | +100.0% |
| Q2 2021 | $10,000 | +233.3% | 298 | +131.0% | 0.00% | – |
| Q2 2020 | $3,000 | -66.7% | 129 | -69.1% | 0.00% | -100.0% |
| Q1 2020 | $9,000 | +125.0% | 418 | +219.1% | 0.00% | – |
| Q4 2019 | $4,000 | -42.9% | 131 | -41.8% | 0.00% | -100.0% |
| Q4 2017 | $7,000 | 0.0% | 225 | +2.3% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | +16.7% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | +20.0% | 220 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | -58.3% | 215 | -58.6% | 0.00% | -50.0% |
| Q1 2016 | $12,000 | – | 519 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |