SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $136,000 | +9.7% | 4,233 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $124,000 | +19.2% | 4,233 | +17.6% | 0.02% | +76.9% |
| Q4 2019 | $104,000 | -63.1% | 3,601 | -64.9% | 0.01% | -69.8% |
| Q3 2019 | $282,000 | -1.1% | 10,251 | 0.0% | 0.04% | -4.4% |
| Q2 2019 | $285,000 | +1.1% | 10,251 | 0.0% | 0.04% | -10.0% |
| Q1 2019 | $282,000 | +9.3% | 10,251 | 0.0% | 0.05% | -27.5% |
| Q4 2018 | $258,000 | -16.0% | 10,251 | 0.0% | 0.07% | -21.6% |
| Q3 2018 | $307,000 | +1.7% | 10,251 | 0.0% | 0.09% | -17.0% |
| Q2 2018 | $302,000 | – | 10,251 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |