SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 14 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,067 | -1.0% | 1,223 | +1.1% | 0.00% | – |
| Q2 2023 | $32,392 | +644.6% | 1,210 | +624.6% | 0.00% | – |
| Q1 2023 | $4,350 | +1.5% | 167 | -3.5% | 0.00% | – |
| Q4 2022 | $4,287 | +7.2% | 173 | +1.8% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 170 | +1.8% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 167 | -10.2% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 186 | -1.6% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 189 | +13.2% | 0.00% | – |
| Q3 2021 | $5,000 | -44.4% | 167 | -38.1% | 0.00% | – |
| Q2 2021 | $9,000 | +200.0% | 270 | +162.1% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 103 | -14.9% | 0.00% | – |
| Q4 2020 | $3,000 | +200.0% | 121 | +98.4% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 61 | -1.6% | 0.00% | – |
| Q1 2020 | $1,000 | -88.9% | 62 | -78.6% | 0.00% | – |
| Q4 2019 | $9,000 | +12.5% | 290 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | +300.0% | 290 | +367.7% | 0.00% | – |
| Q2 2019 | $2,000 | -94.4% | 62 | -95.3% | 0.00% | – |
| Q1 2019 | $36,000 | +5.9% | 1,312 | -1.3% | 0.00% | – |
| Q4 2018 | $34,000 | -10.5% | 1,329 | +1.3% | 0.00% | – |
| Q3 2018 | $38,000 | +5.6% | 1,312 | +0.1% | 0.00% | – |
| Q2 2018 | $36,000 | -12.2% | 1,311 | 0.0% | 0.00% | – |
| Q1 2018 | $41,000 | +5.1% | 1,311 | 0.0% | 0.00% | – |
| Q4 2017 | $39,000 | +2.6% | 1,311 | 0.0% | 0.00% | – |
| Q3 2017 | $38,000 | +3700.0% | 1,311 | +6455.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 20 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 20 | -52.4% | 0.00% | – |
| Q2 2016 | $1,000 | – | 42 | +110.0% | 0.00% | – |
| Q1 2016 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | -100.0% | 20 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | – | 20 | – | 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% |