SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,373,706 | $120,627,000 | 20.68% |
| Opes Wealth Management LLC | 652,764 | $18,003,000 | 13.16% |
| Arlington Financial Advisors, LLC | 358,958 | $9,900,000 | 5.63% |
| RHS Financial, LLC | 144,637 | $3,989,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,007,399 | $27,784,000 | 4.00% |
| Charles Schwab Investment Advisory, Inc. | 84,063,264 | $2,318,465,000 | 3.91% |
| Relaxing Retirement Coach | 455,000 | $12,542,000 | 3.91% |
| CABOT WEALTH MANAGEMENT INC | 565,897 | $15,607,000 | 3.43% |
| Roof Eidam Maycock Peralta, LLC | 269,655 | $7,437,000 | 2.93% |
| JBJ Investment Partners, LLC | 276,497 | $7,626,000 | 2.90% |