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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $255,035 | +7.1% | 9,397 | +3.5% | 0.08% | 0.0% |
| Q3 2023 | $238,130 | -4.2% | 9,082 | -2.1% | 0.08% | -3.8% |
| Q2 2023 | $248,452 | +4.0% | 9,281 | +1.2% | 0.08% | -1.2% |
| Q1 2023 | $238,957 | +0.5% | 9,173 | -4.4% | 0.08% | -7.0% |
| Q4 2022 | $237,814 | +8.1% | 9,597 | +2.2% | 0.09% | 0.0% |
| Q3 2022 | $220,000 | -6.4% | 9,391 | +3.8% | 0.09% | 0.0% |
| Q2 2022 | $235,000 | -8.9% | 9,046 | +1.6% | 0.09% | +4.9% |
| Q1 2022 | $258,000 | -2.6% | 8,905 | +4.2% | 0.08% | -4.7% |
| Q4 2021 | $265,000 | -1.1% | 8,546 | +3.0% | 0.09% | -9.5% |
| Q3 2021 | $268,000 | -6.9% | 8,301 | -7.0% | 0.10% | -11.2% |
| Q2 2021 | $288,000 | +5.5% | 8,929 | +0.5% | 0.11% | +7.0% |
| Q1 2021 | $273,000 | +1.5% | 8,884 | -6.9% | 0.10% | -5.7% |
| Q4 2020 | $269,000 | +21.2% | 9,545 | +1.5% | 0.11% | +7.1% |
| Q3 2020 | $222,000 | -0.4% | 9,401 | -1.5% | 0.10% | -2.9% |
| Q2 2020 | $223,000 | +14.9% | 9,544 | +1.0% | 0.10% | 0.0% |
| Q1 2020 | $194,000 | -13.8% | 9,454 | +25.3% | 0.10% | -9.7% |
| Q4 2019 | $225,000 | +21.0% | 7,548 | +10.7% | 0.11% | +29.9% |
| Q3 2019 | $186,000 | +24.0% | 6,818 | +30.0% | 0.09% | +27.9% |
| Q2 2019 | $150,000 | -27.2% | 5,243 | +37.2% | 0.07% | +54.5% |
| Q1 2019 | $206,000 | +114.6% | 3,821 | +2.7% | 0.04% | 0.0% |
| Q4 2018 | $96,000 | +6.7% | 3,719 | +18.1% | 0.04% | +18.9% |
| Q3 2018 | $90,000 | +42.9% | 3,149 | +38.2% | 0.04% | +37.0% |
| Q2 2018 | $63,000 | +133.3% | 2,279 | +158.4% | 0.03% | +145.5% |
| Q1 2018 | $27,000 | – | 882 | – | 0.01% | – |
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% |