SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 50 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |