SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 30 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,413,000 | +9.2% | 49,287 | +1.4% | 1.25% | +28.8% |
| Q2 2017 | $1,294,000 | +141.9% | 48,617 | +140.3% | 0.97% | +112.3% |
| Q1 2017 | $535,000 | +47.0% | 20,236 | +33.0% | 0.46% | +44.2% |
| Q4 2016 | $364,000 | +31.4% | 15,220 | +30.2% | 0.32% | +12.0% |
| Q3 2016 | $277,000 | -65.4% | 11,690 | -68.9% | 0.28% | -61.4% |
| Q2 2016 | $800,000 | -0.7% | 37,615 | -3.0% | 0.73% | -7.7% |
| Q1 2016 | $806,000 | +9.1% | 38,795 | -4.1% | 0.79% | +7.6% |
| Q4 2015 | $739,000 | – | 40,473 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 536,533 | $14,067,886 | 8.40% |
| Unison Advisors LLC | 2,586,657 | $67,822,162 | 7.98% |
| Arlington Financial Advisors, LLC | 689,785 | $18,086,163 | 6.41% |
| Charles Schwab Investment Advisory, Inc. | 119,755,020 | $3,139,976,613 | 4.96% |
| RHS Financial, LLC | 251,241 | $6,587,540 | 4.61% |
| Sebold Capital Management, Inc. | 197,387 | $5,175,498 | 4.23% |
| Pinnacle Wealth Management, LLC | 124,218 | $3,256,996 | 3.95% |
| Seven Springs Wealth Group, LLC | 306,810 | $8,044,559 | 3.86% |
| Prairiewood Capital, LLC | 206,255 | $5,407,999 | 3.51% |
| Kelman-Lazarov, Inc. | 524,250 | $13,745,835 | 3.25% |