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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,240 | +35.4% | 670,664 | +38.1% | 0.04% | +37.5% |
| Q2 2023 | $15,686 | +3.3% | 485,771 | +0.1% | 0.03% | 0.0% |
| Q1 2023 | $15,180 | +14.9% | 485,478 | +6.8% | 0.03% | 0.0% |
| Q4 2022 | $13,214 | -99.9% | 454,558 | +5.5% | 0.03% | +14.3% |
| Q3 2022 | $10,835,000 | +31.3% | 430,842 | +47.8% | 0.03% | +27.3% |
| Q2 2022 | $8,251,000 | -1.2% | 291,463 | +12.5% | 0.02% | +15.8% |
| Q1 2022 | $8,349,000 | +8.1% | 258,994 | +9.0% | 0.02% | +11.8% |
| Q4 2021 | $7,724,000 | +5.4% | 237,592 | +6.5% | 0.02% | -5.6% |
| Q3 2021 | $7,327,000 | +1.6% | 223,186 | +3.0% | 0.02% | 0.0% |
| Q2 2021 | $7,209,000 | +27.1% | 216,617 | +22.6% | 0.02% | +12.5% |
| Q1 2021 | $5,671,000 | +22.9% | 176,670 | +12.1% | 0.02% | +14.3% |
| Q4 2020 | $4,613,000 | +16.7% | 157,552 | -2.1% | 0.01% | +7.7% |
| Q3 2020 | $3,952,000 | -15.0% | 160,874 | -17.8% | 0.01% | -27.8% |
| Q2 2020 | $4,647,000 | +3.8% | 195,787 | -8.0% | 0.02% | -14.3% |
| Q1 2020 | $4,477,000 | -39.7% | 212,918 | -17.0% | 0.02% | -25.0% |
| Q4 2019 | $7,420,000 | +5.7% | 256,601 | +0.8% | 0.03% | -6.7% |
| Q3 2019 | $7,019,000 | -1.2% | 254,620 | -0.2% | 0.03% | -3.2% |
| Q2 2019 | $7,106,000 | -2.5% | 255,075 | -3.5% | 0.03% | -8.8% |
| Q1 2019 | $7,288,000 | +16.2% | 264,270 | +6.3% | 0.03% | +3.0% |
| Q4 2018 | $6,272,000 | +19.7% | 248,722 | +42.2% | 0.03% | +32.0% |
| Q3 2018 | $5,240,000 | +12.1% | 174,958 | +10.6% | 0.02% | +4.2% |
| Q2 2018 | $4,674,000 | -8.5% | 158,225 | -7.2% | 0.02% | -14.3% |
| Q1 2018 | $5,110,000 | +9.1% | 170,459 | +10.6% | 0.03% | +7.7% |
| Q4 2017 | $4,684,000 | – | 154,064 | – | 0.03% | – |
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% |