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 | $29,996 | +96.2% | 1,144 | +100.4% | 0.00% | 0.0% |
| Q2 2023 | $15,286 | +2.8% | 571 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,875 | +5.1% | 571 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,149 | -16.8% | 571 | -20.3% | 0.00% | -50.0% |
| Q3 2022 | $17,000 | -10.5% | 716 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $19,000 | +216.7% | 716 | +226.9% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 219 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 219 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $7,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 219 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | – | 219 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
| Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
| Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
| Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
| Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
| Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
| Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
| McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
| FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
| RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |