SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 67 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,660,988 | +36.4% | 406,598 | +39.2% | 0.01% | +50.0% |
| Q2 2023 | $7,816,735 | -0.3% | 291,996 | -3.0% | 0.01% | -14.3% |
| Q1 2023 | $7,837,824 | +19.2% | 300,876 | +13.4% | 0.01% | +16.7% |
| Q4 2022 | $6,576,938 | -1.6% | 265,413 | -6.9% | 0.01% | -14.3% |
| Q3 2022 | $6,681,000 | -8.4% | 285,045 | +1.3% | 0.01% | 0.0% |
| Q2 2022 | $7,293,000 | -12.9% | 281,276 | -2.7% | 0.01% | 0.0% |
| Q1 2022 | $8,370,000 | +11.6% | 289,121 | +19.4% | 0.01% | +16.7% |
| Q4 2021 | $7,503,000 | +3596.1% | 242,118 | +3456.9% | 0.01% | – |
| Q4 2019 | $203,000 | +1.0% | 6,807 | -2.6% | 0.00% | – |
| Q2 2019 | $201,000 | -30.7% | 6,988 | -33.1% | 0.00% | – |
| Q1 2019 | $290,000 | -37.9% | 10,450 | -38.0% | 0.00% | -100.0% |
| Q2 2018 | $467,000 | -5.5% | 16,859 | +6.5% | 0.00% | 0.0% |
| Q1 2018 | $494,000 | -68.4% | 15,830 | -69.9% | 0.00% | -66.7% |
| Q4 2017 | $1,562,000 | +5.5% | 52,634 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $1,480,000 | +45.5% | 51,632 | +35.2% | 0.00% | +50.0% |
| Q2 2017 | $1,017,000 | +14.5% | 38,192 | +13.7% | 0.00% | 0.0% |
| Q1 2017 | $888,000 | – | 33,583 | – | 0.00% | – |
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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% |