SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 67 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,508,710 | +8363.9% | 1,163,566 | +8541.4% | 0.01% | – |
| Q2 2023 | $360,457 | +14.1% | 13,465 | +11.0% | 0.00% | – |
| Q1 2023 | $315,931 | +8.6% | 12,127 | +3.3% | 0.00% | – |
| Q4 2022 | $290,833 | +33.4% | 11,737 | +26.0% | 0.00% | – |
| Q3 2022 | $218,000 | -17.7% | 9,316 | -8.6% | 0.00% | – |
| Q2 2022 | $265,000 | -23.0% | 10,192 | -14.3% | 0.00% | – |
| Q1 2022 | $344,000 | -16.7% | 11,886 | -10.8% | 0.00% | – |
| Q4 2021 | $413,000 | -30.6% | 13,325 | -27.8% | 0.00% | – |
| Q3 2021 | $595,000 | -17.9% | 18,461 | -18.0% | 0.00% | – |
| Q2 2021 | $725,000 | +77.3% | 22,501 | +69.1% | 0.00% | – |
| Q1 2021 | $409,000 | +80.2% | 13,308 | +66.0% | 0.00% | – |
| Q4 2020 | $227,000 | +138.9% | 8,015 | +99.0% | 0.00% | – |
| Q3 2020 | $95,000 | +20.3% | 4,028 | +18.2% | 0.00% | – |
| Q2 2020 | $79,000 | -20.2% | 3,407 | -29.8% | 0.00% | – |
| Q1 2020 | $99,000 | -55.6% | 4,851 | -35.3% | 0.00% | – |
| Q4 2019 | $223,000 | +12.1% | 7,497 | +3.1% | 0.00% | – |
| Q3 2019 | $199,000 | +19.2% | 7,273 | +25.5% | 0.00% | – |
| Q2 2019 | $167,000 | +111.4% | 5,796 | +102.6% | 0.00% | – |
| Q1 2019 | $79,000 | -10.2% | 2,861 | -15.9% | 0.00% | – |
| Q4 2018 | $88,000 | -72.8% | 3,400 | -69.8% | 0.00% | – |
| Q3 2018 | $324,000 | +6.9% | 11,241 | +2.5% | 0.00% | – |
| Q2 2018 | $303,000 | +9.8% | 10,966 | +24.1% | 0.00% | – |
| Q1 2018 | $276,000 | +885.7% | 8,836 | +829.1% | 0.00% | – |
| Q4 2017 | $28,000 | +211.1% | 951 | +217.0% | 0.00% | – |
| Q3 2017 | $9,000 | +50.0% | 300 | +44.2% | 0.00% | – |
| Q2 2017 | $6,000 | +20.0% | 208 | +4.0% | 0.00% | – |
| Q1 2017 | $5,000 | +150.0% | 200 | +100.0% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | -83.3% | 100 | -82.3% | 0.00% | – |
| Q2 2016 | $12,000 | – | 565 | – | 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% |