SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Ackerman Capital Advisors, LLC | 912,412 | $24,982,000 | 8.62% |
| Elgethun Capital Management | 459,862 | $12,555,000 | 6.68% |
| McAdam, LLC | 521,935 | $14,291,000 | 3.89% |
| RHS Financial, LLC | 113,983 | $3,121,000 | 3.68% |
| HHM Wealth Advisors, LLC | 200,973 | $5,503,000 | 3.13% |
| Lee Financial Co | 428,512 | $11,733,000 | 2.64% |
| FOSTER & MOTLEY INC | 624,619 | $17,102,000 | 2.33% |
| Relaxing Retirement Coach | 273,299 | $7,483,000 | 2.31% |
| Premia Global Advisors, LLC | 44,659 | $1,223,000 | 2.11% |
| Charles Schwab Investment Advisory, Inc. | 43,740,859 | $1,197,624,000 | 1.84% |