SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,948,000 | -0.6% | 98,700 | -6.8% | 2.60% | +17.1% |
| Q2 2017 | $2,965,000 | +97.4% | 105,900 | +89.0% | 2.22% | +73.2% |
| Q1 2017 | $1,502,000 | +79.0% | 56,043 | +67.7% | 1.28% | +75.9% |
| Q4 2016 | $839,000 | +75.9% | 33,411 | +76.6% | 0.73% | +49.6% |
| Q3 2016 | $477,000 | -67.1% | 18,920 | -69.1% | 0.49% | -63.3% |
| Q2 2016 | $1,452,000 | +6.5% | 61,183 | +6.0% | 1.33% | -1.0% |
| Q1 2016 | $1,364,000 | -5.8% | 57,713 | -4.9% | 1.34% | -7.1% |
| Q4 2015 | $1,448,000 | – | 60,673 | – | 1.45% | – |
Download | ||||||
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% |