SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,339,000 | +45.6% | 211,027 | +111.3% | 1.62% | +57.0% |
| Q4 2019 | $2,981,000 | +52.7% | 99,891 | +40.1% | 1.04% | +35.8% |
| Q3 2019 | $1,952,000 | +119.6% | 71,305 | +130.5% | 0.76% | +97.4% |
| Q2 2019 | $889,000 | +120.6% | 30,941 | +113.1% | 0.39% | +95.9% |
| Q1 2019 | $403,000 | – | 14,522 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilant Capital Management, LLC | 882,086 | $23,313,000 | 4.06% |
| Charles Schwab Investment Advisory, Inc. | 23,137,793 | $611,509,000 | 3.44% |
| FOSTER & MOTLEY INC | 586,208 | $15,493,000 | 2.82% |
| AVALON CAPITAL MANAGEMENT | 138,961 | $3,673,000 | 2.54% |
| CABOT WEALTH MANAGEMENT INC | 209,786 | $5,544,000 | 1.36% |
| Asset Dedication, LLC | 92,788 | $2,457,000 | 1.33% |
| Kinsight, LLC | 65,634 | $1,735,000 | 0.94% |
| Merriman Wealth Management, LLC | 123,424 | $3,262,000 | 0.79% |
| Opes Advisors Inc | 31,524 | $833,000 | 0.59% |
| GIRARD SECURITIES, INC. | 20,236 | $535,000 | 0.46% |