SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $527,000 | +9.1% | 17,649 | 0.0% | 0.11% | +2.8% |
| Q3 2019 | $483,000 | -6.0% | 17,649 | -1.4% | 0.11% | -7.6% |
| Q2 2019 | $514,000 | +2.4% | 17,894 | -1.1% | 0.12% | -0.8% |
| Q1 2019 | $502,000 | +8.0% | 18,086 | +0.4% | 0.12% | -9.8% |
| Q4 2018 | $465,000 | -24.6% | 18,012 | -15.9% | 0.13% | -7.0% |
| Q3 2018 | $617,000 | +20.5% | 21,408 | +15.8% | 0.14% | 0.0% |
| Q2 2018 | $512,000 | -11.3% | 18,485 | 0.0% | 0.14% | -13.9% |
| Q1 2018 | $577,000 | +1.4% | 18,485 | -3.6% | 0.16% | +3.1% |
| Q4 2017 | $569,000 | -15.7% | 19,170 | -18.6% | 0.16% | -12.6% |
| Q3 2017 | $675,000 | +30.8% | 23,536 | +21.3% | 0.18% | +10.9% |
| Q2 2017 | $516,000 | -30.7% | 19,400 | -31.1% | 0.16% | -30.4% |
| Q1 2017 | $745,000 | +1.8% | 28,172 | -8.1% | 0.24% | +1.7% |
| Q4 2016 | $732,000 | -53.4% | 30,642 | -53.8% | 0.23% | -53.9% |
| Q3 2016 | $1,572,000 | -25.4% | 66,266 | -32.9% | 0.50% | -33.7% |
| Q2 2016 | $2,107,000 | – | 98,738 | – | 0.76% | – |
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% |