SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 67 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $401,000 | -78.6% | 19,523 | -68.9% | 0.00% | -75.0% |
| Q4 2019 | $1,871,000 | -55.1% | 62,705 | -56.8% | 0.01% | -55.6% |
| Q2 2019 | $4,168,000 | -14.4% | 145,031 | -17.4% | 0.02% | -18.2% |
| Q1 2019 | $4,871,000 | +83.6% | 175,673 | +106.5% | 0.02% | +100.0% |
| Q1 2018 | $2,653,000 | -14.4% | 85,064 | -26.9% | 0.01% | -15.4% |
| Q2 2017 | $3,099,000 | -15.9% | 116,421 | -16.5% | 0.01% | +8.3% |
| Q1 2017 | $3,685,000 | – | 139,449 | – | 0.01% | – |
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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% |