SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 116 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $232,000 | -38.3% | 8,029 | -41.1% | 0.20% | -43.5% |
| Q3 2019 | $376,000 | -6.5% | 13,621 | -6.3% | 0.36% | -3.5% |
| Q2 2019 | $402,000 | -37.0% | 14,531 | -37.2% | 0.37% | -33.4% |
| Q1 2019 | $638,000 | -22.6% | 23,147 | -29.2% | 0.55% | -28.6% |
| Q4 2018 | $824,000 | -12.5% | 32,675 | +3.9% | 0.78% | +5.1% |
| Q3 2018 | $942,000 | +57.3% | 31,461 | +55.2% | 0.74% | +51.5% |
| Q2 2018 | $599,000 | +4.4% | 20,277 | +6.0% | 0.49% | +1.5% |
| Q1 2018 | $574,000 | +8.5% | 19,130 | +9.9% | 0.48% | +6.0% |
| Q4 2017 | $529,000 | – | 17,400 | – | 0.45% | – |
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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% |