SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,260 | +0.9% | 23,389 | +3.0% | 0.10% | +5.4% |
| Q2 2023 | $607,733 | +2.9% | 22,702 | +0.1% | 0.09% | 0.0% |
| Q1 2023 | $590,558 | +13.0% | 22,670 | +7.5% | 0.09% | +15.0% |
| Q4 2022 | $522,761 | -5.3% | 21,096 | -10.4% | 0.08% | -13.0% |
| Q3 2022 | $552,000 | +3.2% | 23,533 | +14.1% | 0.09% | +9.5% |
| Q2 2022 | $535,000 | -10.4% | 20,628 | -0.0% | 0.08% | +1.2% |
| Q1 2022 | $597,000 | – | 20,636 | – | 0.08% | – |
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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% |