SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. 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 | 567,704 | $14,788,677 | 8.11% |
Unison Advisors LLC | 2,795,486 | $72,822,400 | 8.09% |
Charles Schwab Investment Advisory, Inc. | 116,393,564 | $3,032,052,338 | 4.83% |
RHS Financial, LLC | 221,709 | $5,775,516 | 4.39% |
Kelman-Lazarov, Inc. | 498,394 | $12,983,164 | 3.37% |
Prairiewood Capital, LLC | 188,465 | $4,909,524 | 3.33% |
Seven Springs Wealth Group, LLC | 251,774 | $6,558,700 | 3.24% |
Waterford Advisors, LLC | 221,152 | $5,761 | 3.12% |
FOSTER & MOTLEY INC | 1,385,533 | $36,093 | 2.94% |
Sebold Capital Management, Inc. | 141,025 | $3,673,711 | 2.90% |