SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 30 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $101,000 | -42.3% | 4,908 | -16.5% | 0.01% | -25.0% |
| Q4 2019 | $175,000 | +12.2% | 5,881 | +3.2% | 0.01% | +9.1% |
| Q3 2019 | $156,000 | -11.4% | 5,697 | -7.1% | 0.01% | -15.4% |
| Q2 2019 | $176,000 | +7.3% | 6,132 | +3.5% | 0.01% | 0.0% |
| Q1 2019 | $164,000 | +10.1% | 5,926 | +2.8% | 0.01% | -7.1% |
| Q4 2018 | $149,000 | -9.7% | 5,767 | +0.6% | 0.01% | +7.7% |
| Q3 2018 | $165,000 | +15.4% | 5,732 | +11.0% | 0.01% | +8.3% |
| Q2 2018 | $143,000 | -10.6% | 5,163 | +0.7% | 0.01% | -14.3% |
| Q1 2018 | $160,000 | +10.3% | 5,125 | +4.7% | 0.01% | +7.7% |
| Q4 2017 | $145,000 | +5.8% | 4,897 | +2.5% | 0.01% | +8.3% |
| Q3 2017 | $137,000 | +7.9% | 4,778 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $127,000 | +0.8% | 4,778 | 0.0% | 0.01% | -7.7% |
| Q1 2017 | $126,000 | -5.3% | 4,778 | -14.3% | 0.01% | -7.1% |
| Q4 2016 | $133,000 | 0.0% | 5,573 | -0.9% | 0.01% | -6.7% |
| Q3 2016 | $133,000 | -1.5% | 5,621 | -11.5% | 0.02% | 0.0% |
| Q2 2016 | $135,000 | +3.1% | 6,349 | +0.2% | 0.02% | 0.0% |
| Q1 2016 | $131,000 | +445.8% | 6,339 | +388.7% | 0.02% | +400.0% |
| Q4 2015 | $24,000 | +26.3% | 1,297 | +28.4% | 0.00% | 0.0% |
| Q3 2015 | $19,000 | – | 1,010 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 536,533 | $14,067,886 | 8.40% |
| Unison Advisors LLC | 2,586,657 | $67,822,162 | 7.98% |
| Arlington Financial Advisors, LLC | 689,785 | $18,086,163 | 6.41% |
| Charles Schwab Investment Advisory, Inc. | 119,755,020 | $3,139,976,613 | 4.96% |
| RHS Financial, LLC | 251,241 | $6,587,540 | 4.61% |
| Sebold Capital Management, Inc. | 197,387 | $5,175,498 | 4.23% |
| Pinnacle Wealth Management, LLC | 124,218 | $3,256,996 | 3.95% |
| Seven Springs Wealth Group, LLC | 306,810 | $8,044,559 | 3.86% |
| Prairiewood Capital, LLC | 206,255 | $5,407,999 | 3.51% |
| Kelman-Lazarov, Inc. | 524,250 | $13,745,835 | 3.25% |