SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |