SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685 | -2.0% | 26 | 0.0% | 0.00% | – |
| Q2 2023 | $699 | +3.9% | 26 | 0.0% | 0.00% | – |
| Q1 2023 | $673 | +67200.0% | 26 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 26 | +4.0% | 0.00% | – |
| Q3 2022 | $1,000 | -96.7% | 25 | -97.9% | 0.00% | -100.0% |
| Q2 2022 | $30,000 | +2900.0% | 1,172 | +4783.3% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 24 | +4.3% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -97.8% | 23 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $46,000 | -52.6% | 2,256 | -30.7% | 0.00% | -50.0% |
| Q4 2019 | $97,000 | -24.8% | 3,256 | -27.1% | 0.00% | -20.0% |
| Q3 2018 | $129,000 | -37.4% | 4,467 | -42.3% | 0.01% | -61.5% |
| Q2 2017 | $206,000 | +758.3% | 7,738 | +673.8% | 0.01% | +550.0% |
| Q4 2016 | $24,000 | – | 1,000 | – | 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% |