SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 163 filers reported holding SCHWAB STRATEGIC TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,460,445 | $124,268,000 | 20.04% |
| Opes Wealth Management LLC | 646,075 | $18,000,000 | 12.30% |
| Arlington Financial Advisors, LLC | 365,055 | $10,170,000 | 5.82% |
| RHS Financial, LLC | 147,665 | $4,114,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,049,440 | $29,237,000 | 4.10% |
| Charles Schwab Investment Advisory, Inc. | 89,193,362 | $2,484,927,000 | 3.96% |
| Relaxing Retirement Coach | 455,301 | $12,686,000 | 3.88% |
| CABOT WEALTH MANAGEMENT INC | 564,892 | $15,738,000 | 3.32% |
| Roof Eidam Maycock Peralta, LLC | 264,875 | $7,379,000 | 3.03% |
| Tarbox Family Office, Inc. | 286,053 | $7,969,000 | 2.49% |