SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 59 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,267 | -13.8% | 16,690 | -13.2% | 0.00% | – |
| Q2 2023 | $636,026 | +38.5% | 19,224 | +22.1% | 0.00% | – |
| Q4 2022 | $459,124 | +84.4% | 15,745 | +72.8% | 0.00% | – |
| Q3 2022 | $249,000 | -97.9% | 9,113 | -97.8% | 0.00% | -100.0% |
| Q2 2022 | $11,930,000 | +9148.1% | 415,391 | +10475.1% | 0.01% | – |
| Q1 2022 | $129,000 | -11.6% | 3,928 | -12.0% | 0.00% | – |
| Q4 2021 | $146,000 | -36.8% | 4,465 | -36.0% | 0.00% | – |
| Q3 2021 | $231,000 | +1440.0% | 6,973 | +1470.5% | 0.00% | – |
| Q2 2021 | $15,000 | -42.3% | 444 | -44.7% | 0.00% | – |
| Q1 2021 | $26,000 | +116.7% | 803 | +97.3% | 0.00% | – |
| Q4 2020 | $12,000 | – | 407 | +2161.1% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 18 | -97.6% | 0.00% | – |
| Q4 2018 | $19,000 | -29.6% | 747 | -17.0% | 0.00% | – |
| Q4 2017 | $27,000 | +107.7% | 900 | +64.8% | 0.00% | – |
| Q2 2016 | $13,000 | -93.6% | 546 | -92.1% | 0.00% | – |
| Q2 2014 | $204,000 | – | 6,870 | – | 0.00% | – |
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% |