Evensky & Katz LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 149 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2020$4,000
-73.3%
196
-61.1%
0.00%
-50.0%
Q4 2019$15,000
+15.4%
504
+2.9%
0.00%0.0%
Q3 2019$13,000
-7.1%
490
+0.6%
0.00%0.0%
Q2 2019$14,000
-46.2%
487
-50.0%
0.00%0.0%
Q1 2019$26,0009740.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Vigilant Capital Management, LLC 882,086$23,313,0004.06%
Charles Schwab Investment Advisory, Inc. 23,137,793$611,509,0003.44%
FOSTER & MOTLEY INC 586,208$15,493,0002.82%
AVALON CAPITAL MANAGEMENT 138,961$3,673,0002.54%
CABOT WEALTH MANAGEMENT INC 209,786$5,544,0001.36%
Asset Dedication, LLC 92,788$2,457,0001.33%
Kinsight, LLC 65,634$1,735,0000.94%
Merriman Wealth Management, LLC 123,424$3,262,0000.79%
Opes Advisors Inc 31,524$833,0000.59%
GIRARD SECURITIES, INC. 20,236$535,0000.46%
View complete list of SCHWAB STRATEGIC TR shareholders