SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 164 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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BRR OpCo, LLC | 6,199,868 | $130,383,000 | 24.95% |
Opes Wealth Management LLC | 796,185 | $16,744,000 | 12.60% |
Your Advocates Ltd., LLP | 556,579 | $11,705,000 | 10.11% |
Charles Schwab Investment Advisory, Inc. | 113,164,026 | $2,379,839,000 | 6.75% |
Arlington Financial Advisors, LLC | 450,396 | $9,472,000 | 6.74% |
FOSTER & MOTLEY INC | 1,299,134 | $27,321,000 | 4.08% |
RHS Financial, LLC | 126,384 | $2,658,000 | 3.56% |
CABOT WEALTH MANAGEMENT INC | 599,211 | $12,601,000 | 3.01% |
Brinker Capital Investments, LLC | 3,111,801 | $65,441,000 | 2.99% |
Relaxing Retirement Coach | 227,153 | $4,775,000 | 2.94% |