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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $620,000 | +7.1% | 21,421 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $579,000 | -12.8% | 21,022 | -11.8% | 0.00% | -20.0% |
| Q2 2019 | $664,000 | +32.0% | 23,823 | +30.4% | 0.01% | +25.0% |
| Q1 2019 | $503,000 | +37.4% | 18,270 | +26.0% | 0.00% | 0.0% |
| Q4 2018 | $366,000 | -26.2% | 14,502 | -12.3% | 0.00% | -20.0% |
| Q3 2018 | $496,000 | +24.6% | 16,543 | +22.8% | 0.01% | 0.0% |
| Q2 2018 | $398,000 | -11.6% | 13,470 | -10.5% | 0.01% | -16.7% |
| Q1 2018 | $450,000 | +31.2% | 15,045 | +33.6% | 0.01% | +20.0% |
| Q4 2017 | $343,000 | +22.5% | 11,264 | +20.0% | 0.01% | +25.0% |
| Q3 2017 | $280,000 | +9.8% | 9,383 | +3.3% | 0.00% | 0.0% |
| Q2 2017 | $255,000 | -88.2% | 9,079 | -88.8% | 0.00% | -90.9% |
| Q1 2017 | $2,170,000 | +1708.3% | 80,983 | +1585.7% | 0.04% | +1366.7% |
| Q4 2016 | $120,000 | +650.0% | 4,804 | +639.1% | 0.00% | – |
| Q3 2016 | $16,000 | +14.3% | 650 | 0.0% | 0.00% | – |
| Q2 2016 | $14,000 | – | 650 | – | 0.00% | – |
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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% |