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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,063,000 | -29.8% | 50 | 0.0% | 0.00% | – |
| Q4 2019 | $1,515,000 | +11.4% | 50 | 0.0% | 0.00% | – |
| Q3 2019 | $1,360,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2019 | $1,360,000 | +135900.0% | 50 | -5.7% | 0.00% | – |
| Q3 2018 | $1,000 | – | 53 | – | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $32,000 | -5.9% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $34,000 | +9.7% | 1,046 | 0.0% | 0.01% | +22.2% |
| Q3 2017 | $31,000 | -80.5% | 1,046 | -81.4% | 0.01% | -80.4% |
| Q2 2017 | $159,000 | +63.9% | 5,623 | +52.5% | 0.05% | +35.3% |
| Q1 2017 | $97,000 | +1285.7% | 3,687 | +1180.2% | 0.03% | +1033.3% |
| Q3 2016 | $7,000 | – | 288 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
| Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
| Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
| Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
| Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
| Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
| Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
| McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
| FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
| RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |