SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,718 | -57.7% | 4,871 | -56.8% | 0.00% | -62.5% |
| Q2 2023 | $301,698 | +25083.5% | 11,270 | +24400.0% | 0.01% | – |
| Q1 2023 | $1,198 | +7.4% | 46 | +2.2% | 0.00% | – |
| Q4 2022 | $1,115 | +11.5% | 45 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -95.5% | 45 | -94.8% | 0.00% | -100.0% |
| Q2 2022 | $22,000 | +2100.0% | 862 | +2294.4% | 0.00% | – |
| Q1 2022 | $1,000 | -90.0% | 36 | -88.9% | 0.00% | – |
| Q4 2021 | $10,000 | -64.3% | 325 | -62.9% | 0.00% | -100.0% |
| Q3 2021 | $28,000 | +3.7% | 877 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +440.0% | 833 | +373.3% | 0.00% | – |
| Q1 2021 | $5,000 | +150.0% | 176 | +225.9% | 0.00% | – |
| Q4 2019 | $2,000 | -89.5% | 54 | -92.4% | 0.00% | -100.0% |
| Q3 2019 | $19,000 | – | 709 | +7777.8% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 9 | -83.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 53 | +20.5% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 44 | +7.3% | 0.00% | – |
| Q2 2018 | $1,000 | -92.9% | 41 | -94.7% | 0.00% | -100.0% |
| Q4 2015 | $14,000 | – | 778 | +2892.3% | 0.00% | – |
| Q3 2015 | $0 | – | 26 | – | 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% |