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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,792,000 | +408.6% | 108,101 | +467.5% | 2.00% | +397.5% |
| Q3 2018 | $549,000 | +12.0% | 19,050 | +7.6% | 0.40% | +11.7% |
| Q2 2018 | $490,000 | -13.7% | 17,707 | -2.7% | 0.36% | -21.8% |
| Q1 2018 | $568,000 | -52.3% | 18,202 | -54.7% | 0.46% | -45.9% |
| Q4 2017 | $1,191,000 | +5.8% | 40,147 | +2.2% | 0.85% | +17.6% |
| Q3 2017 | $1,126,000 | +7.9% | 39,288 | +5.4% | 0.72% | +11.4% |
| Q2 2017 | $1,044,000 | +25.3% | 37,291 | +18.3% | 0.65% | +10.0% |
| Q1 2017 | $833,000 | +33.5% | 31,524 | +20.8% | 0.59% | -8.3% |
| Q4 2016 | $624,000 | – | 26,094 | – | 0.64% | – |
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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% |