SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 61 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,136 | -93.9% | 9,610 | -94.2% | 0.00% | -100.0% |
| Q3 2022 | $3,900,000 | +32.7% | 166,370 | +46.8% | 0.00% | 0.0% |
| Q2 2022 | $2,938,000 | -86.0% | 113,302 | -84.4% | 0.00% | -75.0% |
| Q1 2022 | $20,993,000 | +6522.4% | 725,162 | +6997.6% | 0.00% | – |
| Q4 2021 | $317,000 | -48.5% | 10,217 | -46.6% | 0.00% | – |
| Q3 2021 | $616,000 | -71.8% | 19,122 | -71.8% | 0.00% | – |
| Q2 2021 | $2,186,000 | -56.5% | 67,778 | -61.2% | 0.00% | -100.0% |
| Q2 2019 | $5,023,000 | -36.6% | 174,782 | -38.8% | 0.00% | -50.0% |
| Q1 2019 | $7,922,000 | +48.3% | 285,685 | +38.1% | 0.00% | +33.3% |
| Q4 2018 | $5,343,000 | -73.5% | 206,839 | -70.4% | 0.00% | -66.7% |
| Q3 2018 | $20,145,000 | +597.8% | 698,985 | +618.3% | 0.01% | +350.0% |
| Q4 2017 | $2,887,000 | -49.1% | 97,307 | -50.8% | 0.00% | -50.0% |
| Q3 2017 | $5,671,000 | +187.3% | 197,857 | +166.8% | 0.00% | +100.0% |
| Q2 2017 | $1,974,000 | +6.5% | 74,155 | -23.8% | 0.00% | 0.0% |
| Q3 2015 | $1,853,000 | – | 97,254 | – | 0.00% | – |
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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% |