SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 119 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $76,134 | +1.3% | 2,844 | -1.4% | 0.16% | +7.9% |
| Q1 2023 | $75,154 | +5.1% | 2,885 | 0.0% | 0.15% | -6.2% |
| Q4 2022 | $71,490 | -72.8% | 2,885 | -67.3% | 0.16% | +25.8% |
| Q4 2018 | $263,000 | +7.3% | 8,835 | 0.0% | 0.13% | +15.3% |
| Q2 2018 | $245,000 | -87.7% | 8,835 | -86.4% | 0.11% | -81.2% |
| Q1 2018 | $1,994,000 | +582.9% | 64,756 | +573.3% | 0.59% | +329.9% |
| Q4 2017 | $292,000 | – | 9,618 | – | 0.14% | – |
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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% |