SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 117 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $631,000 | -44.0% | 29,988 | -23.0% | 0.49% | -28.1% |
| Q4 2019 | $1,126,000 | -6.8% | 38,952 | -11.1% | 0.68% | -15.3% |
| Q3 2019 | $1,208,000 | -15.1% | 43,822 | -14.2% | 0.80% | -16.1% |
| Q2 2019 | $1,423,000 | +28.1% | 51,062 | +26.7% | 0.96% | +19.0% |
| Q1 2019 | $1,111,000 | +23.4% | 40,289 | +12.9% | 0.80% | +8.4% |
| Q4 2018 | $900,000 | -73.9% | 35,686 | -69.0% | 0.74% | -70.5% |
| Q3 2018 | $3,444,000 | +11.8% | 114,984 | +10.3% | 2.51% | +8.0% |
| Q2 2018 | $3,081,000 | +9.7% | 104,285 | +11.3% | 2.33% | +6.1% |
| Q1 2018 | $2,809,000 | +4.7% | 93,711 | +6.2% | 2.19% | +6.8% |
| Q4 2017 | $2,682,000 | – | 88,227 | – | 2.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |