SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |