SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 163 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 2023 | $223,350 | -2.8% | 6,917 | -5.9% | 0.01% | -7.1% |
| Q1 2023 | $229,835 | +7.6% | 7,350 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $213,665 | +2.7% | 7,350 | 0.0% | 0.02% | -16.7% |
| Q2 2022 | $208,000 | -12.2% | 7,350 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $237,000 | -0.8% | 7,350 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $239,000 | -0.8% | 7,350 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $241,000 | -1.6% | 7,350 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $245,000 | +3.8% | 7,350 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $236,000 | +9.8% | 7,350 | 0.0% | 0.02% | +11.1% |
| Q4 2020 | $215,000 | -40.9% | 7,350 | -57.5% | 0.02% | -58.1% |
| Q1 2020 | $364,000 | -74.3% | 17,307 | -64.7% | 0.04% | -68.8% |
| Q4 2019 | $1,417,000 | -6.6% | 48,997 | -10.9% | 0.14% | -9.8% |
| Q3 2019 | $1,517,000 | -0.8% | 55,016 | +0.2% | 0.15% | +4.1% |
| Q2 2019 | $1,529,000 | +8.4% | 54,889 | +7.3% | 0.15% | +5.8% |
| Q1 2019 | $1,410,000 | +9.3% | 51,139 | 0.0% | 0.14% | -0.7% |
| Q4 2018 | $1,290,000 | – | 51,139 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 475,605 | $15,267,000 | 11.28% |
| BRR OpCo, LLC | 2,851,838 | $91,544,000 | 10.97% |
| Treybourne Wealth Planners, Inc. | 455,019 | $14,606,000 | 10.12% |
| MFA WEALTH ADVISORS, LLC | 599,732 | $19,257,000 | 9.34% |
| Opes Wealth Management LLC | 697,687 | $22,396,000 | 8.74% |
| Prairiewood Capital, LLC | 267,323 | $8,581,000 | 7.87% |
| Arlington Financial Advisors, LLC | 496,949 | $15,952,000 | 6.47% |
| Charles Schwab Investment Advisory, Inc. | 101,298,647 | $3,251,686,000 | 6.12% |
| Callan Capital, LLC | 1,040,649 | $33,405,000 | 6.08% |
| PRW Wealth Management LLC | 368,397 | $11,826,000 | 5.80% |