SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $277,000 | -46.7% | 11,827 | -41.1% | 0.01% | -50.0% |
Q2 2022 | $520,000 | -18.2% | 20,063 | -8.6% | 0.01% | -9.1% |
Q1 2022 | $636,000 | -5.5% | 21,955 | +1.1% | 0.01% | 0.0% |
Q4 2021 | $673,000 | +145.6% | 21,706 | +155.1% | 0.01% | +120.0% |
Q3 2021 | $274,000 | +2.2% | 8,510 | +2.4% | 0.01% | 0.0% |
Q2 2021 | $268,000 | +3.5% | 8,313 | -9.2% | 0.01% | -16.7% |
Q4 2020 | $259,000 | – | 9,158 | – | 0.01% | – |
Download |
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% |