SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,691,000 | +9.0% | 56,675 | 0.0% | 0.12% | +4.5% |
| Q3 2019 | $1,552,000 | -4.7% | 56,675 | 0.0% | 0.11% | -9.0% |
| Q2 2019 | $1,629,000 | -48.2% | 56,675 | -50.0% | 0.12% | -3.2% |
| Q1 2019 | $3,144,000 | +114.8% | 113,350 | +100.0% | 0.13% | -4.5% |
| Q4 2018 | $1,464,000 | -10.3% | 56,675 | 0.0% | 0.13% | 0.0% |
| Q3 2018 | $1,633,000 | +4.1% | 56,675 | 0.0% | 0.13% | -2.2% |
| Q2 2018 | $1,569,000 | -15.0% | 56,675 | -4.2% | 0.14% | -15.1% |
| Q1 2018 | $1,846,000 | +29.2% | 59,175 | +22.8% | 0.16% | +29.3% |
| Q4 2017 | $1,429,000 | +9.2% | 48,175 | +5.5% | 0.12% | +8.8% |
| Q3 2017 | $1,309,000 | +7.6% | 45,675 | 0.0% | 0.11% | +5.6% |
| Q2 2017 | $1,216,000 | +0.7% | 45,675 | 0.0% | 0.11% | +0.9% |
| Q1 2017 | $1,207,000 | +15.6% | 45,675 | +4.6% | 0.11% | +7.1% |
| Q4 2016 | $1,044,000 | – | 43,675 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
| Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
| Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
| Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
| Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
| Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
| Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
| McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
| FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
| RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |