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 2023 | $278,665 | +22.1% | 10,628 | +24.7% | 0.00% | – |
| Q2 2023 | $228,187 | +33.5% | 8,524 | +30.0% | 0.00% | – |
| Q1 2023 | $170,918 | +1709080.0% | 6,559 | +1594.8% | 0.00% | – |
| Q4 2022 | $10 | -99.0% | 387 | +760.0% | 0.00% | – |
| Q3 2022 | $1,000 | -99.4% | 45 | -99.3% | 0.00% | – |
| Q1 2022 | $177,000 | +227.8% | 6,105 | +248.5% | 0.00% | – |
| Q4 2021 | $54,000 | -3.6% | 1,752 | 0.0% | 0.00% | – |
| Q3 2021 | $56,000 | +21.7% | 1,752 | +21.9% | 0.00% | – |
| Q2 2021 | $46,000 | -2.1% | 1,437 | -6.1% | 0.00% | – |
| Q1 2021 | $47,000 | +14.6% | 1,531 | +6.5% | 0.00% | – |
| Q4 2020 | $41,000 | +20.6% | 1,437 | 0.0% | 0.00% | – |
| Q3 2020 | $34,000 | 0.0% | 1,437 | 0.0% | 0.00% | – |
| Q2 2020 | $34,000 | +13.3% | 1,437 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | -30.2% | 1,437 | 0.0% | 0.00% | – |
| Q4 2019 | $43,000 | +10.3% | 1,437 | 0.0% | 0.00% | – |
| Q3 2019 | $39,000 | -36.1% | 1,437 | -32.5% | 0.00% | – |
| Q2 2019 | $61,000 | +27.1% | 2,130 | +22.6% | 0.00% | – |
| Q1 2019 | $48,000 | +6.7% | 1,737 | 0.0% | 0.00% | – |
| Q4 2018 | $45,000 | -2.2% | 1,737 | +8.8% | 0.00% | – |
| Q3 2018 | $46,000 | +475.0% | 1,596 | +432.0% | 0.00% | – |
| Q2 2018 | $8,000 | +60.0% | 300 | +20.5% | 0.00% | – |
| Q2 2016 | $5,000 | – | 249 | – | 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% |