SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q2 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% | – |
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% |