SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $617,004 | -37.2% | 17,454 | -36.7% | 0.06% | -40.0% |
| Q1 2024 | $982,587 | +15.7% | 27,593 | +9.6% | 0.10% | +8.0% |
| Q4 2023 | $848,916 | +36.1% | 25,168 | +27.8% | 0.09% | +25.7% |
| Q3 2023 | $623,550 | +136.5% | 19,689 | +141.1% | 0.07% | +141.4% |
| Q2 2023 | $263,648 | +12.2% | 8,165 | +8.7% | 0.03% | +7.4% |
| Q1 2023 | $234,900 | +7.7% | 7,512 | +0.1% | 0.03% | -6.9% |
| Q4 2022 | $218,054 | -68.8% | 7,501 | -69.9% | 0.03% | -84.6% |
| Q2 2019 | $700,000 | -61.2% | 24,957 | -58.6% | 0.19% | -69.9% |
| Q3 2018 | $1,805,000 | -28.3% | 60,268 | -27.3% | 0.62% | -34.6% |
| Q4 2017 | $2,519,000 | -26.1% | 82,886 | -27.4% | 0.95% | -27.9% |
| Q3 2017 | $3,408,000 | – | 114,111 | – | 1.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |