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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 4,985,998 | $149,331,000 | 29.44% |
| Opes Advisors Inc | 521,456 | $15,618,000 | 11.42% |
| Vigilant Capital Management, LLC | 1,519,445 | $45,507,000 | 6.07% |
| Arlington Financial Advisors, LLC | 309,601 | $8,663,000 | 5.20% |
| FOSTER & MOTLEY INC | 966,397 | $28,944,000 | 4.34% |
| CABOT WEALTH MANAGEMENT INC | 618,210 | $18,515,000 | 3.97% |
| Charles Schwab Investment Advisory, Inc. | 75,926,888 | $2,274,010,000 | 3.94% |
| Relaxing Retirement Coach | 424,030 | $12,701,000 | 3.81% |
| Roof Eidam Maycock Peralta, LLC | 263,125 | $7,881,000 | 3.56% |
| Leonard Rickey Investment Advisors P.L.L.C. | 114,984 | $3,444,000 | 2.51% |