SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $429,107 | +895.2% | 16,366 | +915.9% | 0.04% | +875.0% |
Q2 2023 | $43,116 | +3.3% | 1,611 | +0.5% | 0.00% | 0.0% |
Q1 2023 | $41,758 | +100.6% | 1,603 | +90.8% | 0.00% | +100.0% |
Q4 2022 | $20,815 | +197.4% | 840 | +165.8% | 0.00% | +100.0% |
Q3 2022 | $7,000 | -83.3% | 316 | -78.1% | 0.00% | -66.7% |
Q1 2022 | $42,000 | -6.7% | 1,440 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $45,000 | +25.0% | 1,440 | +30.6% | 0.00% | 0.0% |
Q3 2021 | $36,000 | +2.9% | 1,103 | +1.4% | 0.00% | +50.0% |
Q2 2021 | $35,000 | +6.1% | 1,088 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $33,000 | +6.5% | 1,088 | 0.0% | 0.00% | -33.3% |
Q4 2020 | $31,000 | -26.2% | 1,088 | -39.2% | 0.00% | -25.0% |
Q3 2020 | $42,000 | -10.6% | 1,789 | -10.1% | 0.00% | 0.0% |
Q2 2020 | $47,000 | -72.4% | 1,990 | -75.9% | 0.00% | -75.0% |
Q1 2020 | $170,000 | -31.7% | 8,270 | -0.9% | 0.02% | -23.8% |
Q4 2019 | $249,000 | -61.5% | 8,348 | -64.6% | 0.02% | -64.4% |
Q3 2019 | $646,000 | -1.8% | 23,578 | +3.0% | 0.06% | -19.2% |
Q2 2019 | $658,000 | -8.6% | 22,883 | -11.9% | 0.07% | -17.0% |
Q1 2019 | $720,000 | +7.3% | 25,976 | +0.0% | 0.09% | -5.4% |
Q4 2018 | $671,000 | -15.2% | 25,975 | -5.3% | 0.09% | -6.1% |
Q3 2018 | $791,000 | +21.1% | 27,438 | +16.3% | 0.10% | +12.5% |
Q2 2018 | $653,000 | +22.5% | 23,588 | +38.0% | 0.09% | +18.9% |
Q1 2018 | $533,000 | +15.9% | 17,088 | +10.1% | 0.07% | +5.7% |
Q4 2017 | $460,000 | – | 15,518 | – | 0.07% | – |
Download |
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% |