SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,810 | +3.0% | 69,023 | +5.1% | 0.01% | +16.7% |
| Q2 2023 | $1,758 | -10.3% | 65,681 | -12.7% | 0.01% | -25.0% |
| Q1 2023 | $1,960 | -99.4% | 75,249 | +453.5% | 0.01% | +300.0% |
| Q3 2020 | $322,000 | +3.9% | 13,594 | +2.5% | 0.00% | 0.0% |
| Q2 2020 | $310,000 | +18.3% | 13,260 | +4.1% | 0.00% | 0.0% |
| Q1 2020 | $262,000 | -24.5% | 12,734 | +9.4% | 0.00% | 0.0% |
| Q4 2019 | $347,000 | +19.7% | 11,639 | +9.7% | 0.00% | 0.0% |
| Q3 2019 | $290,000 | -9.9% | 10,609 | -5.3% | 0.00% | 0.0% |
| Q2 2019 | $322,000 | +5.2% | 11,202 | +1.5% | 0.00% | -33.3% |
| Q1 2019 | $306,000 | +37.2% | 11,035 | +27.7% | 0.00% | +50.0% |
| Q4 2018 | $223,000 | -28.1% | 8,644 | -19.6% | 0.00% | -33.3% |
| Q3 2018 | $310,000 | +21.1% | 10,751 | +16.3% | 0.00% | +50.0% |
| Q2 2018 | $256,000 | -8.9% | 9,243 | +2.4% | 0.00% | -33.3% |
| Q1 2018 | $281,000 | +24.9% | 9,025 | +19.0% | 0.00% | +50.0% |
| Q4 2017 | $225,000 | – | 7,583 | – | 0.00% | – |
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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% |