SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |