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 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 | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |