SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 14 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $604,000 | +9.2% | 20,969 | +5.0% | 0.34% | +22.5% |
| Q2 2018 | $553,000 | -3.2% | 19,975 | +9.0% | 0.28% | -7.3% |
| Q1 2018 | $571,000 | +7.7% | 18,322 | +2.6% | 0.30% | +11.4% |
| Q4 2017 | $530,000 | +14.5% | 17,863 | +10.6% | 0.27% | +7.5% |
| Q3 2017 | $463,000 | +18.7% | 16,158 | +10.4% | 0.25% | +10.0% |
| Q2 2017 | $390,000 | +14.0% | 14,637 | +12.9% | 0.23% | +5.0% |
| Q1 2017 | $342,000 | +23.0% | 12,959 | +11.5% | 0.22% | +7.9% |
| Q4 2016 | $278,000 | +36.9% | 11,625 | +35.6% | 0.20% | +11.6% |
| Q3 2016 | $203,000 | -39.2% | 8,570 | -39.8% | 0.18% | -17.7% |
| Q4 2014 | $334,000 | – | 14,244 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 567,704 | $14,788,677 | 8.11% |
| Unison Advisors LLC | 2,795,486 | $72,822,400 | 8.09% |
| Charles Schwab Investment Advisory, Inc. | 116,393,564 | $3,032,052,338 | 4.83% |
| RHS Financial, LLC | 221,709 | $5,775,516 | 4.39% |
| Kelman-Lazarov, Inc. | 498,394 | $12,983,164 | 3.37% |
| Prairiewood Capital, LLC | 188,465 | $4,909,524 | 3.33% |
| Seven Springs Wealth Group, LLC | 251,774 | $6,558,700 | 3.24% |
| Waterford Advisors, LLC | 221,152 | $5,761 | 3.12% |
| FOSTER & MOTLEY INC | 1,385,533 | $36,093 | 2.94% |
| Sebold Capital Management, Inc. | 141,025 | $3,673,711 | 2.90% |