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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,454,354 | +15.4% | 55,467 | +17.9% | 0.02% | +14.3% |
| Q2 2023 | $1,259,789 | +1.7% | 47,060 | -1.1% | 0.01% | -6.7% |
| Q1 2023 | $1,239,008 | +11.2% | 47,563 | +5.8% | 0.02% | 0.0% |
| Q4 2022 | $1,113,725 | +49.3% | 44,945 | +41.3% | 0.02% | +36.4% |
| Q3 2022 | $746,000 | +61.1% | 31,818 | +78.0% | 0.01% | +57.1% |
| Q2 2022 | $463,000 | -49.0% | 17,872 | -53.3% | 0.01% | -53.3% |
| Q3 2020 | $908,000 | – | 38,295 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 605,467 | $14,192,000 | 8.51% |
| Elgethun Capital Management | 712,684 | $16,705,000 | 6.68% |
| Charles Schwab Investment Advisory, Inc. | 112,101,100 | $2,627,650,000 | 4.81% |
| Kelman-Lazarov, Inc. | 522,864 | $12,256,000 | 4.17% |
| RHS Financial, LLC | 170,623 | $3,999,000 | 3.56% |
| FOSTER & MOTLEY INC | 1,519,133 | $35,608,000 | 3.38% |
| Northland Capital Management LLC | 152,698 | $3,579,000 | 3.36% |
| Prairiewood Capital, LLC | 165,540 | $3,880,000 | 3.20% |
| Morningstar Investment Management LLC | 455,773 | $10,683,000 | 3.09% |
| Seven Springs Wealth Group, LLC | 231,500 | $5,426,000 | 2.95% |