SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $13,963,000 | -10.6% | 553,640 | +6.2% | 9.98% | -12.6% |
| Q3 2018 | $15,618,000 | +4.4% | 521,456 | +2.9% | 11.42% | +4.1% |
| Q2 2018 | $14,963,000 | -2.7% | 506,529 | -1.2% | 10.96% | -11.8% |
| Q1 2018 | $15,376,000 | +1.1% | 512,871 | +2.5% | 12.42% | +14.7% |
| Q4 2017 | $15,204,000 | +1.9% | 500,119 | +0.1% | 10.83% | +13.4% |
| Q3 2017 | $14,919,000 | +4.7% | 499,456 | +0.9% | 9.55% | +8.1% |
| Q2 2017 | $14,246,000 | +7.7% | 495,003 | +0.3% | 8.83% | -5.4% |
| Q1 2017 | $13,231,000 | +14.4% | 493,690 | +7.2% | 9.34% | -21.4% |
| Q4 2016 | $11,561,000 | – | 460,607 | – | 11.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 6,199,868 | $130,383,000 | 24.95% |
| Opes Wealth Management LLC | 796,185 | $16,744,000 | 12.60% |
| Your Advocates Ltd., LLP | 556,579 | $11,705,000 | 10.11% |
| Charles Schwab Investment Advisory, Inc. | 113,164,026 | $2,379,839,000 | 6.75% |
| Arlington Financial Advisors, LLC | 450,396 | $9,472,000 | 6.74% |
| FOSTER & MOTLEY INC | 1,299,134 | $27,321,000 | 4.08% |
| RHS Financial, LLC | 126,384 | $2,658,000 | 3.56% |
| CABOT WEALTH MANAGEMENT INC | 599,211 | $12,601,000 | 3.01% |
| Brinker Capital Investments, LLC | 3,111,801 | $65,441,000 | 2.99% |
| Relaxing Retirement Coach | 227,153 | $4,775,000 | 2.94% |