SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 149 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,000 | -50.0% | 85 | -55.5% | 0.00% | -100.0% |
| Q1 2020 | $4,000 | -89.7% | 191 | -85.3% | 0.00% | -87.5% |
| Q4 2019 | $39,000 | 0.0% | 1,298 | -11.0% | 0.01% | -11.1% |
| Q3 2019 | $39,000 | -7.1% | 1,458 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $42,000 | +2.4% | 1,458 | -1.1% | 0.01% | -10.0% |
| Q1 2019 | $41,000 | +13.9% | 1,474 | +5.4% | 0.01% | 0.0% |
| Q4 2018 | $36,000 | -16.3% | 1,399 | -5.4% | 0.01% | 0.0% |
| Q3 2018 | $43,000 | -28.3% | 1,479 | -32.1% | 0.01% | -33.3% |
| Q2 2018 | $60,000 | -11.8% | 2,179 | +0.6% | 0.02% | -16.7% |
| Q1 2018 | $68,000 | +6700.0% | 2,165 | +6085.7% | 0.02% | – |
| Q4 2017 | $1,000 | – | 35 | – | 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% |