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 2020 | $248,000 | -71.7% | 10,430 | -74.9% | 0.15% | -74.1% |
| Q1 2020 | $875,000 | -27.3% | 41,630 | 0.0% | 0.58% | +18.8% |
| Q4 2019 | $1,204,000 | -3.2% | 41,630 | -7.8% | 0.48% | -9.9% |
| Q3 2019 | $1,244,000 | -12.4% | 45,130 | -10.7% | 0.54% | -30.2% |
| Q2 2019 | $1,420,000 | -19.5% | 50,547 | -21.0% | 0.77% | -14.2% |
| Q1 2019 | $1,765,000 | -24.6% | 63,997 | -31.0% | 0.90% | -32.2% |
| Q4 2018 | $2,340,000 | -23.0% | 92,797 | -8.5% | 1.32% | -8.7% |
| Q3 2018 | $3,039,000 | -2.8% | 101,462 | -4.2% | 1.45% | -7.0% |
| Q2 2018 | $3,128,000 | -4.3% | 105,892 | -2.9% | 1.56% | +7.1% |
| Q1 2018 | $3,270,000 | -1.4% | 109,077 | 0.0% | 1.45% | -3.1% |
| Q4 2017 | $3,316,000 | – | 109,077 | – | 1.50% | – |
Download | ||||||
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% |