SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $34,078,000 | +439.6% | 1,453,876 | +497.0% | 0.01% | +350.0% |
| Q2 2022 | $6,315,000 | -61.7% | 243,537 | -57.3% | 0.00% | -33.3% |
| Q1 2022 | $16,496,000 | +3372.8% | 569,816 | +3765.0% | 0.00% | – |
| Q3 2021 | $475,000 | +11.5% | 14,743 | +6.4% | 0.00% | – |
| Q1 2021 | $426,000 | -86.4% | 13,852 | -87.5% | 0.00% | – |
| Q4 2020 | $3,128,000 | -74.3% | 110,710 | -81.3% | 0.00% | -100.0% |
| Q1 2020 | $12,157,000 | +54.1% | 591,269 | +123.7% | 0.00% | +100.0% |
| Q4 2019 | $7,887,000 | +14.5% | 264,323 | +5.1% | 0.00% | 0.0% |
| Q3 2019 | $6,887,000 | +126.4% | 251,558 | +137.6% | 0.00% | – |
| Q2 2019 | $3,042,000 | +145.9% | 105,855 | +137.4% | 0.00% | -100.0% |
| Q1 2019 | $1,237,000 | -92.4% | 44,591 | -92.9% | 0.00% | -83.3% |
| Q4 2018 | $16,184,000 | +187.6% | 626,582 | +220.9% | 0.01% | +200.0% |
| Q3 2018 | $5,628,000 | -67.8% | 195,270 | -69.0% | 0.00% | -66.7% |
| Q2 2018 | $17,462,000 | +585.3% | 630,828 | +634.6% | 0.01% | +500.0% |
| Q4 2017 | $2,548,000 | -77.1% | 85,879 | -79.5% | 0.00% | -80.0% |
| Q2 2017 | $11,141,000 | +128.0% | 418,534 | +126.4% | 0.01% | +150.0% |
| Q1 2017 | $4,886,000 | -43.6% | 184,866 | -54.5% | 0.00% | -60.0% |
| Q2 2016 | $8,661,000 | +48.4% | 405,952 | +44.3% | 0.01% | +66.7% |
| Q1 2016 | $5,837,000 | +97.0% | 281,295 | +74.1% | 0.00% | +200.0% |
| Q4 2015 | $2,963,000 | +129.2% | 161,560 | +138.1% | 0.00% | 0.0% |
| Q3 2015 | $1,293,000 | -25.0% | 67,855 | +8.8% | 0.00% | 0.0% |
| Q2 2014 | $1,725,000 | +94.0% | 62,355 | +81.5% | 0.00% | – |
| Q1 2014 | $889,000 | -56.2% | 34,361 | -54.5% | 0.00% | -100.0% |
| Q4 2013 | $2,028,000 | -35.4% | 75,518 | -36.4% | 0.00% | -50.0% |
| Q3 2013 | $3,141,000 | – | 118,830 | – | 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% |