SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 232 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $107,297 | +267.5% | 3,063 | +273.5% | 0.02% | +220.0% |
| Q1 2024 | $29,200 | +5.6% | 820 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $27,659 | +6.5% | 820 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $25,969 | -1.9% | 820 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $26,478 | -7.4% | 820 | -10.3% | 0.01% | -14.3% |
| Q1 2023 | $28,581 | +19.9% | 914 | +11.5% | 0.01% | +16.7% |
| Q4 2022 | $23,837 | +13.5% | 820 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,000 | -8.7% | 820 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $23,000 | -11.5% | 820 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $26,000 | -3.7% | 820 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $27,000 | 0.0% | 820 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $27,000 | 0.0% | 820 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $27,000 | +3.8% | 820 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $26,000 | +8.3% | 820 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $24,000 | +20.0% | 820 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 820 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 820 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | -29.2% | 820 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $24,000 | +4.3% | 820 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 820 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $23,000 | 0.0% | 820 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +9.5% | 820 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -16.0% | 820 | 0.0% | 0.01% | -7.1% |
| Q3 2018 | $25,000 | +4.2% | 820 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $24,000 | -4.0% | 820 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $25,000 | -7.4% | 820 | -7.3% | 0.02% | -6.2% |
| Q4 2017 | $27,000 | – | 885 | – | 0.02% | – |
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% |