SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $266,000 | -0.7% | 8,263 | -0.5% | 0.04% | -4.4% |
| Q2 2021 | $268,000 | +1.9% | 8,306 | -3.1% | 0.04% | -8.2% |
| Q1 2021 | $263,000 | +3.1% | 8,575 | -4.8% | 0.05% | -15.5% |
| Q4 2020 | $255,000 | +20.9% | 9,012 | +1.5% | 0.06% | +1.8% |
| Q3 2020 | $211,000 | +3.4% | 8,883 | +2.1% | 0.06% | -16.2% |
| Q2 2020 | $204,000 | -12.4% | 8,698 | +11.5% | 0.07% | -32.7% |
| Q4 2019 | $233,000 | +14.2% | 7,803 | +4.1% | 0.10% | -10.6% |
| Q3 2019 | $204,000 | -4.2% | 7,497 | +2.0% | 0.11% | -27.6% |
| Q2 2019 | $213,000 | – | 7,353 | – | 0.16% | – |
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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% |