SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 119 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $253,000 | -4.5% | 9,216 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $265,000 | +3.5% | 9,216 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $256,000 | +7.6% | 9,216 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $238,000 | -2.5% | 9,216 | +8.9% | 0.00% | 0.0% |
Q3 2018 | $244,000 | +4.3% | 8,466 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $234,000 | -11.4% | 8,466 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $264,000 | +5.2% | 8,466 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $251,000 | – | 8,466 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 567,704 | $14,788,677 | 8.11% |
Unison Advisors LLC | 2,795,486 | $72,822,400 | 8.09% |
Charles Schwab Investment Advisory, Inc. | 116,393,564 | $3,032,052,338 | 4.83% |
RHS Financial, LLC | 221,709 | $5,775,516 | 4.39% |
Kelman-Lazarov, Inc. | 498,394 | $12,983,164 | 3.37% |
Prairiewood Capital, LLC | 188,465 | $4,909,524 | 3.33% |
Seven Springs Wealth Group, LLC | 251,774 | $6,558,700 | 3.24% |
Waterford Advisors, LLC | 221,152 | $5,761 | 3.12% |
FOSTER & MOTLEY INC | 1,385,533 | $36,093 | 2.94% |
Sebold Capital Management, Inc. | 141,025 | $3,673,711 | 2.90% |