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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $644,284 | -0.7% | 24,572 | +1.3% | 0.08% | +2.4% |
| Q2 2023 | $649,098 | -1.9% | 24,247 | -4.6% | 0.08% | -8.9% |
| Q1 2023 | $661,863 | +6.1% | 25,407 | +0.9% | 0.09% | +1.1% |
| Q4 2022 | $623,921 | +9.5% | 25,178 | +3.5% | 0.09% | +2.3% |
| Q3 2022 | $570,000 | +9.8% | 24,328 | +21.5% | 0.09% | +33.8% |
| Q2 2022 | $519,000 | -12.0% | 20,022 | -1.8% | 0.06% | -4.4% |
| Q1 2022 | $590,000 | -4.5% | 20,397 | +2.2% | 0.07% | 0.0% |
| Q4 2021 | $618,000 | +2.7% | 19,953 | +6.7% | 0.07% | -6.8% |
| Q3 2021 | $602,000 | +447.3% | 18,692 | +372.4% | 0.07% | +284.2% |
| Q1 2019 | $110,000 | +61.8% | 3,957 | +51.0% | 0.02% | +35.7% |
| Q4 2018 | $68,000 | +1600.0% | 2,620 | +1646.7% | 0.01% | +1300.0% |
| Q3 2018 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | -60.0% | 150 | -53.1% | 0.00% | -50.0% |
| Q1 2018 | $10,000 | +11.1% | 320 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | – | 320 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 605,467 | $14,192,000 | 8.51% |
| Elgethun Capital Management | 712,684 | $16,705,000 | 6.68% |
| Charles Schwab Investment Advisory, Inc. | 112,101,100 | $2,627,650,000 | 4.81% |
| Kelman-Lazarov, Inc. | 522,864 | $12,256,000 | 4.17% |
| RHS Financial, LLC | 170,623 | $3,999,000 | 3.56% |
| FOSTER & MOTLEY INC | 1,519,133 | $35,608,000 | 3.38% |
| Northland Capital Management LLC | 152,698 | $3,579,000 | 3.36% |
| Prairiewood Capital, LLC | 165,540 | $3,880,000 | 3.20% |
| Morningstar Investment Management LLC | 455,773 | $10,683,000 | 3.09% |
| Seven Springs Wealth Group, LLC | 231,500 | $5,426,000 | 2.95% |