SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,928 | -76.6% | 74 | -77.7% | 0.00% | – |
| Q4 2022 | $8,227 | -36.7% | 332 | -41.5% | 0.00% | – |
| Q3 2022 | $13,000 | -13.3% | 568 | -1.7% | 0.00% | – |
| Q2 2022 | $15,000 | -11.8% | 578 | -4.3% | 0.00% | – |
| Q1 2022 | $17,000 | -22.7% | 604 | -13.0% | 0.00% | – |
| Q4 2021 | $22,000 | -38.9% | 694 | -37.4% | 0.00% | – |
| Q3 2021 | $36,000 | -18.2% | 1,109 | -17.8% | 0.00% | – |
| Q2 2021 | $44,000 | +10.0% | 1,349 | +3.4% | 0.00% | – |
| Q1 2021 | $40,000 | +66.7% | 1,305 | +55.2% | 0.00% | – |
| Q4 2020 | $24,000 | -4.0% | 841 | -19.9% | 0.00% | – |
| Q3 2020 | $25,000 | +8.7% | 1,050 | +6.7% | 0.00% | – |
| Q2 2020 | $23,000 | +27.8% | 984 | +12.1% | 0.00% | – |
| Q1 2020 | $18,000 | -40.0% | 878 | -12.3% | 0.00% | – |
| Q4 2019 | $30,000 | +30.4% | 1,001 | +18.2% | 0.00% | – |
| Q3 2019 | $23,000 | +35.3% | 847 | +41.9% | 0.00% | – |
| Q2 2019 | $17,000 | 0.0% | 597 | -0.5% | 0.00% | – |
| Q1 2019 | $17,000 | -26.1% | 600 | -32.5% | 0.00% | – |
| Q4 2018 | $23,000 | -17.9% | 889 | -9.3% | 0.00% | – |
| Q3 2018 | $28,000 | +33.3% | 980 | +31.4% | 0.00% | – |
| Q2 2018 | $21,000 | -8.7% | 746 | 0.0% | 0.00% | – |
| Q1 2018 | $23,000 | 0.0% | 746 | -3.1% | 0.00% | – |
| Q4 2017 | $23,000 | +4.5% | 770 | 0.0% | 0.00% | – |
| Q3 2017 | $22,000 | -21.4% | 770 | -27.2% | 0.00% | – |
| Q2 2017 | $28,000 | +133.3% | 1,058 | +137.8% | 0.00% | – |
| Q1 2017 | $12,000 | -14.3% | 445 | -21.8% | 0.00% | – |
| Q4 2016 | $14,000 | -17.6% | 569 | -20.1% | 0.00% | – |
| Q3 2016 | $17,000 | +70.0% | 712 | +47.4% | 0.00% | – |
| Q2 2016 | $10,000 | +25.0% | 483 | +26.8% | 0.00% | – |
| Q1 2016 | $8,000 | – | 381 | – | 0.00% | – |
Download | ||||||
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% |