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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,429 | -7.0% | 3,487 | -5.1% | 0.00% | -33.3% |
| Q2 2023 | $98,353 | +8.8% | 3,674 | +5.9% | 0.00% | +50.0% |
| Q1 2023 | $90,394 | +0.2% | 3,470 | -4.6% | 0.00% | -33.3% |
| Q4 2022 | $90,174 | +11.3% | 3,639 | +4.9% | 0.00% | +50.0% |
| Q3 2022 | $81,000 | -10.0% | 3,470 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $90,000 | -12.6% | 3,470 | -2.5% | 0.00% | 0.0% |
| Q1 2022 | $103,000 | -4.6% | 3,558 | +2.5% | 0.00% | 0.0% |
| Q4 2021 | $108,000 | -3.6% | 3,470 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $112,000 | 0.0% | 3,470 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $112,000 | +3.7% | 3,470 | -1.0% | 0.00% | -25.0% |
| Q1 2021 | $108,000 | +30.1% | 3,504 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $83,000 | 0.0% | 3,504 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $83,000 | +8200.0% | 3,504 | +10205.9% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -80.0% | 34 | -79.6% | 0.00% | – |
| Q2 2019 | $5,000 | +400.0% | 167 | +391.2% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -50.0% | 34 | -54.1% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 74 | +13.8% | 0.00% | – |
| Q2 2017 | $2,000 | – | 65 | – | 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% |