SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 177 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $52,000 | -1.9% | 1,622 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $53,000 | +1.9% | 1,621 | +2.1% | 0.02% | -11.1% |
| Q3 2021 | $52,000 | -7.1% | 1,588 | -6.0% | 0.02% | -5.3% |
| Q2 2021 | $56,000 | +3.7% | 1,690 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $54,000 | +10.2% | 1,690 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $49,000 | +19.5% | 1,690 | +1.1% | 0.02% | +10.0% |
| Q3 2020 | $41,000 | +32.3% | 1,672 | +27.4% | 0.02% | +17.6% |
| Q2 2020 | $31,000 | +24.0% | 1,312 | +9.4% | 0.02% | 0.0% |
| Q1 2020 | $25,000 | -28.6% | 1,199 | 0.0% | 0.02% | -15.0% |
| Q4 2019 | $35,000 | +9.4% | 1,199 | +2.4% | 0.02% | +5.3% |
| Q3 2019 | $32,000 | 0.0% | 1,171 | +0.8% | 0.02% | 0.0% |
| Q2 2019 | $32,000 | 0.0% | 1,162 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $32,000 | +10.3% | 1,162 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $29,000 | -9.4% | 1,162 | +3.5% | 0.02% | 0.0% |
| Q3 2018 | $32,000 | -3.0% | 1,123 | 0.0% | 0.02% | -12.5% |
| Q2 2018 | $33,000 | -2.9% | 1,123 | 0.0% | 0.02% | -7.7% |
| Q1 2018 | $34,000 | – | 1,123 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |