SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $563,000 | -30.9% | 27,382 | +0.3% | 0.19% | -9.7% |
| Q4 2019 | $815,000 | +9.0% | 27,310 | 0.0% | 0.21% | +1.0% |
| Q3 2019 | $748,000 | -5.6% | 27,310 | -0.9% | 0.20% | -5.1% |
| Q2 2019 | $792,000 | +3.7% | 27,560 | 0.0% | 0.22% | +0.9% |
| Q1 2019 | $764,000 | +8.7% | 27,560 | +1.3% | 0.21% | -5.3% |
| Q4 2018 | $703,000 | -13.5% | 27,210 | -3.5% | 0.22% | +2.7% |
| Q3 2018 | $813,000 | +9.0% | 28,210 | +4.6% | 0.22% | +2.8% |
| Q2 2018 | $746,000 | -6.8% | 26,960 | +5.1% | 0.21% | -7.4% |
| Q1 2018 | $800,000 | +6.1% | 25,660 | +1.0% | 0.23% | +7.0% |
| Q4 2017 | $754,000 | +9.0% | 25,410 | +5.3% | 0.22% | +10.3% |
| Q3 2017 | $692,000 | +11.1% | 24,140 | +3.1% | 0.20% | +14.0% |
| Q2 2017 | $623,000 | +41.9% | 23,415 | +40.9% | 0.17% | +36.8% |
| Q1 2017 | $439,000 | +43.0% | 16,615 | +29.1% | 0.12% | +35.9% |
| Q4 2016 | $307,000 | -35.9% | 12,865 | -30.0% | 0.09% | -53.8% |
| Q3 2014 | $479,000 | +44.3% | 18,385 | +53.3% | 0.20% | +49.6% |
| Q2 2014 | $332,000 | – | 11,995 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 536,533 | $14,067,886 | 8.40% |
| Unison Advisors LLC | 2,586,657 | $67,822,162 | 7.98% |
| Arlington Financial Advisors, LLC | 689,785 | $18,086,163 | 6.41% |
| Charles Schwab Investment Advisory, Inc. | 119,755,020 | $3,139,976,613 | 4.96% |
| RHS Financial, LLC | 251,241 | $6,587,540 | 4.61% |
| Sebold Capital Management, Inc. | 197,387 | $5,175,498 | 4.23% |
| Pinnacle Wealth Management, LLC | 124,218 | $3,256,996 | 3.95% |
| Seven Springs Wealth Group, LLC | 306,810 | $8,044,559 | 3.86% |
| Prairiewood Capital, LLC | 206,255 | $5,407,999 | 3.51% |
| Kelman-Lazarov, Inc. | 524,250 | $13,745,835 | 3.25% |