SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $656,000 | -16.6% | 22,072 | -23.2% | 0.00% | -20.0% |
Q3 2019 | $787,000 | +18.3% | 28,726 | +24.3% | 0.01% | 0.0% |
Q2 2019 | $665,000 | 0.0% | 23,116 | -3.5% | 0.01% | 0.0% |
Q1 2019 | $665,000 | +48.8% | 23,959 | +38.4% | 0.01% | +25.0% |
Q4 2018 | $447,000 | -18.0% | 17,308 | -8.5% | 0.00% | -20.0% |
Q3 2018 | $545,000 | +7.7% | 18,922 | +16.6% | 0.01% | 0.0% |
Q2 2018 | $506,000 | 0.0% | 16,222 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $506,000 | +39.0% | 16,222 | +32.4% | 0.01% | +66.7% |
Q4 2017 | $364,000 | +51.0% | 12,249 | +45.7% | 0.00% | 0.0% |
Q3 2017 | $241,000 | +59.6% | 8,407 | +48.0% | 0.00% | +50.0% |
Q2 2017 | $151,000 | +96.1% | 5,680 | +97.8% | 0.00% | +100.0% |
Q1 2017 | $77,000 | +165.5% | 2,871 | +139.4% | 0.00% | – |
Q4 2016 | $29,000 | +3.6% | 1,199 | 0.0% | 0.00% | – |
Q3 2016 | $28,000 | +7.7% | 1,199 | 0.0% | 0.00% | – |
Q2 2016 | $26,000 | +4.0% | 1,199 | 0.0% | 0.00% | – |
Q1 2016 | $25,000 | +13.6% | 1,199 | 0.0% | 0.00% | – |
Q4 2015 | $22,000 | -51.1% | 1,199 | -49.6% | 0.00% | -100.0% |
Q3 2015 | $45,000 | -8.2% | 2,381 | +16.7% | 0.00% | 0.0% |
Q2 2015 | $49,000 | +75.0% | 2,041 | +70.2% | 0.00% | 0.0% |
Q1 2015 | $28,000 | +75.0% | 1,199 | +71.5% | 0.00% | – |
Q4 2014 | $16,000 | – | 699 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |