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 2023 | $2 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2023 | $2 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | -80.0% | 87 | -77.6% | 0.00% | -100.0% |
| Q4 2022 | $10 | -99.5% | 389 | +347.1% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 87 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +50.0% | 87 | -1.1% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 88 | +4.8% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 84 | +78.7% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 47 | +11.9% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 42 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilant Capital Management, LLC | 882,086 | $23,313,000 | 4.06% |
| Charles Schwab Investment Advisory, Inc. | 23,137,793 | $611,509,000 | 3.44% |
| FOSTER & MOTLEY INC | 586,208 | $15,493,000 | 2.82% |
| AVALON CAPITAL MANAGEMENT | 138,961 | $3,673,000 | 2.54% |
| CABOT WEALTH MANAGEMENT INC | 209,786 | $5,544,000 | 1.36% |
| Asset Dedication, LLC | 92,788 | $2,457,000 | 1.33% |
| Kinsight, LLC | 65,634 | $1,735,000 | 0.94% |
| Merriman Wealth Management, LLC | 123,424 | $3,262,000 | 0.79% |
| Opes Advisors Inc | 31,524 | $833,000 | 0.59% |
| GIRARD SECURITIES, INC. | 20,236 | $535,000 | 0.46% |