SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,028 | +438.6% | 6,027 | +449.9% | 0.02% | +400.0% |
| Q2 2023 | $29,340 | +6.2% | 1,096 | +3.3% | 0.01% | -28.6% |
| Q1 2023 | $27,639 | +5.1% | 1,061 | 0.0% | 0.01% | -30.0% |
| Q4 2022 | $26,292 | +5.2% | 1,061 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $25,000 | -34.2% | 1,061 | -28.3% | 0.01% | -38.9% |
| Q2 2022 | $38,000 | +3700.0% | 1,480 | +5381.5% | 0.02% | +1700.0% |
| Q4 2019 | $1,000 | – | 27 | – | 0.00% | – |
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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% |