SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $320 | -3.9% | 11,944 | -6.7% | 0.01% | -16.7% |
| Q1 2023 | $333 | -99.9% | 12,797 | +3.9% | 0.01% | +20.0% |
| Q4 2022 | $305,000 | -99.9% | 12,322 | +10.8% | 0.01% | 0.0% |
| Q3 2022 | $261,000,000 | +108198.8% | 11,122 | +19.9% | 0.01% | 0.0% |
| Q2 2022 | $241,000 | -16.3% | 9,279 | -6.7% | 0.01% | 0.0% |
| Q1 2022 | $288,000 | -99.9% | 9,941 | -1.2% | 0.01% | -16.7% |
| Q4 2021 | $312,000,000 | +105662.7% | 10,061 | +9.9% | 0.01% | 0.0% |
| Q3 2021 | $295,000 | +3.1% | 9,155 | +3.4% | 0.01% | 0.0% |
| Q2 2021 | $286,000 | +6.3% | 8,857 | +1.1% | 0.01% | -14.3% |
| Q1 2021 | $269,000 | -2.9% | 8,757 | -10.7% | 0.01% | -12.5% |
| Q4 2020 | $277,000 | +18.4% | 9,801 | -0.7% | 0.01% | 0.0% |
| Q3 2020 | $234,000 | +2.2% | 9,875 | +0.7% | 0.01% | -11.1% |
| Q2 2020 | $229,000 | -14.2% | 9,803 | +9.6% | 0.01% | -18.2% |
| Q4 2019 | $267,000 | -13.3% | 8,947 | -20.5% | 0.01% | -26.7% |
| Q3 2019 | $308,000 | -14.7% | 11,257 | -11.7% | 0.02% | -25.0% |
| Q1 2019 | $361,000 | – | 12,748 | – | 0.02% | – |
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% |