SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 116 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $207,000 | -7.2% | 7,324 | +5.8% | 0.02% | +7.1% |
| Q1 2022 | $223,000 | -22.0% | 6,923 | -21.2% | 0.01% | -22.2% |
| Q4 2021 | $286,000 | +9.2% | 8,788 | +10.1% | 0.02% | -5.3% |
| Q3 2021 | $262,000 | -1.5% | 7,981 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $266,000 | +16.7% | 7,981 | +12.4% | 0.02% | +5.6% |
| Q1 2021 | $228,000 | +12.3% | 7,098 | +2.6% | 0.02% | 0.0% |
| Q4 2020 | $203,000 | -10.2% | 6,918 | -11.4% | 0.02% | -33.3% |
| Q4 2019 | $226,000 | +7.1% | 7,805 | +2.0% | 0.03% | -3.6% |
| Q3 2019 | $211,000 | -8.3% | 7,653 | -7.4% | 0.03% | -15.2% |
| Q2 2019 | $230,000 | -36.6% | 8,269 | -31.9% | 0.03% | -52.9% |
| Q3 2018 | $363,000 | +4.0% | 12,135 | +2.7% | 0.07% | -24.7% |
| Q2 2018 | $349,000 | -42.1% | 11,820 | -41.3% | 0.09% | -60.8% |
| Q1 2018 | $603,000 | +3.8% | 20,124 | +5.3% | 0.24% | -10.9% |
| Q4 2017 | $581,000 | – | 19,110 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,373,706 | $120,627,000 | 20.68% |
| Opes Wealth Management LLC | 652,764 | $18,003,000 | 13.16% |
| Arlington Financial Advisors, LLC | 358,958 | $9,900,000 | 5.63% |
| RHS Financial, LLC | 144,637 | $3,989,000 | 5.15% |
| FOSTER & MOTLEY INC | 1,007,399 | $27,784,000 | 4.00% |
| Charles Schwab Investment Advisory, Inc. | 84,063,264 | $2,318,465,000 | 3.91% |
| Relaxing Retirement Coach | 455,000 | $12,542,000 | 3.91% |
| CABOT WEALTH MANAGEMENT INC | 565,897 | $15,607,000 | 3.43% |
| Roof Eidam Maycock Peralta, LLC | 269,655 | $7,437,000 | 2.93% |
| JBJ Investment Partners, LLC | 276,497 | $7,626,000 | 2.90% |