SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 605,467 | $14,192,000 | 8.51% |
| Elgethun Capital Management | 712,684 | $16,705,000 | 6.68% |
| Charles Schwab Investment Advisory, Inc. | 112,101,100 | $2,627,650,000 | 4.81% |
| Kelman-Lazarov, Inc. | 522,864 | $12,256,000 | 4.17% |
| RHS Financial, LLC | 170,623 | $3,999,000 | 3.56% |
| FOSTER & MOTLEY INC | 1,519,133 | $35,608,000 | 3.38% |
| Northland Capital Management LLC | 152,698 | $3,579,000 | 3.36% |
| Prairiewood Capital, LLC | 165,540 | $3,880,000 | 3.20% |
| Morningstar Investment Management LLC | 455,773 | $10,683,000 | 3.09% |
| Seven Springs Wealth Group, LLC | 231,500 | $5,426,000 | 2.95% |