SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 3,145,890 | $79,119,000 | 9.72% |
| Von Berge Wealth Management Group, LLC | 283,870 | $7,259,000 | 7.72% |
| Arlington Financial Advisors, LLC | 538,057 | $13,532,000 | 6.87% |
| RHS Financial, LLC | 306,906 | $7,719,000 | 6.86% |
| MFA WEALTH ADVISORS, LLC | 729,624 | $18,350,000 | 6.80% |
| Lee Financial Co | 1,427,139 | $35,893,000 | 6.71% |
| Opes Wealth Management LLC | 636,060 | $15,997,000 | 6.40% |
| Charles Schwab Investment Advisory, Inc. | 129,381,902 | $3,253,955,000 | 5.95% |
| Prairiewood Capital, LLC | 285,024 | $7,168,000 | 5.91% |
| STUDIO INVESTMENT MANAGEMENT LLC | 606,263 | $15,247,514,000 | 5.49% |