FINANCIAL CONSULATE, INC - SCHWAB STRATEGIC TR ownership

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
FINANCIAL CONSULATE, INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$334,00014,2440.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2016
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 605,467$14,192,0008.51%
Elgethun Capital Management 712,684$16,705,0006.68%
Charles Schwab Investment Advisory, Inc. 112,101,100$2,627,650,0004.81%
Kelman-Lazarov, Inc. 522,864$12,256,0004.17%
RHS Financial, LLC 170,623$3,999,0003.56%
FOSTER & MOTLEY INC 1,519,133$35,608,0003.38%
Northland Capital Management LLC 152,698$3,579,0003.36%
Prairiewood Capital, LLC 165,540$3,880,0003.20%
Morningstar Investment Management LLC 455,773$10,683,0003.09%
Seven Springs Wealth Group, LLC 231,500$5,426,0002.95%
View complete list of SCHWAB STRATEGIC TR shareholders