SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $321,000 | -3.9% | 11,908 | +0.8% | 0.14% | -4.9% |
| Q1 2019 | $334,000 | +10.6% | 11,814 | +7.2% | 0.14% | -9.0% |
| Q4 2018 | $302,000 | +2.7% | 11,017 | +3.4% | 0.16% | -5.5% |
| Q3 2018 | $294,000 | -4.2% | 10,654 | +2.4% | 0.16% | -7.8% |
| Q2 2018 | $307,000 | +0.7% | 10,404 | +2.2% | 0.18% | -10.1% |
| Q1 2018 | $305,000 | -1.3% | 10,176 | 0.0% | 0.20% | 0.0% |
| Q4 2017 | $309,000 | – | 10,176 | – | 0.20% | – |
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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% |