SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,819,000 | +734.4% | 77,586 | +822.8% | 0.29% | +835.5% |
| Q2 2022 | $218,000 | -93.9% | 8,408 | -93.2% | 0.03% | -93.0% |
| Q1 2022 | $3,556,000 | -9.9% | 122,835 | -3.5% | 0.44% | -17.2% |
| Q4 2021 | $3,946,000 | -5.7% | 127,317 | -1.9% | 0.53% | -10.6% |
| Q3 2021 | $4,184,000 | +2.4% | 129,817 | +2.5% | 0.60% | +4.9% |
| Q2 2021 | $4,084,000 | +70.7% | 126,645 | +62.8% | 0.57% | +50.9% |
| Q1 2021 | $2,392,000 | +22.0% | 77,796 | +12.1% | 0.38% | +10.6% |
| Q4 2020 | $1,961,000 | -25.7% | 69,391 | -37.6% | 0.34% | -36.7% |
| Q3 2020 | $2,638,000 | +8.8% | 111,206 | +7.4% | 0.54% | +0.7% |
| Q2 2020 | $2,424,000 | +13.9% | 103,531 | 0.0% | 0.54% | +11.7% |
| Q1 2020 | $2,129,000 | +83.1% | 103,531 | +165.6% | 0.48% | +150.8% |
| Q4 2019 | $1,163,000 | – | 38,976 | – | 0.19% | – |
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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% |