SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $245,000 | +72.5% | 8,200 | +80.2% | 0.08% | +48.2% |
| Q2 2019 | $142,000 | -10.7% | 4,550 | 0.0% | 0.06% | -30.0% |
| Q2 2018 | $159,000 | -2.5% | 4,550 | 0.0% | 0.08% | -5.9% |
| Q1 2018 | $163,000 | -48.6% | 4,550 | -50.0% | 0.08% | -51.1% |
| Q3 2017 | $317,000 | +6.4% | 9,100 | 0.0% | 0.17% | +7.4% |
| Q2 2017 | $298,000 | +6.8% | 9,100 | 0.0% | 0.16% | +4.5% |
| Q1 2017 | $279,000 | – | 9,100 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Advisors Inc | 361,297 | $12,992,000 | 9.25% |
| O'Dell Group, LLC | 184,550 | $6,636,000 | 4.85% |
| Arlington Financial Advisors, LLC | 200,662 | $7,637,000 | 3.60% |
| Charles Schwab Investment Advisory, Inc. | 27,763,487 | $998,375,000 | 3.59% |
| Ackerman Capital Advisors, LLC | 169,859 | $5,921,000 | 2.51% |
| Sharkey, Howes & Javer | 109,165 | $3,926,000 | 2.29% |
| Cribstone Capital Management, LLC | 116,276 | $4,181,000 | 1.97% |
| First Capital Advisors Group, LLC. | 84,834 | $3,051,000 | 1.92% |
| Live Your Vision, LLC | 141,564 | $5,312,000 | 1.78% |
| Vigilant Capital Management, LLC | 347,823 | $12,508,000 | 1.64% |