SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $292,035 | – | 10,520 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Co | 1,172,447 | $37,788,000 | 7.82% |
| Elgethun Capital Management | 655,882 | $21,137,000 | 7.30% |
| Charles Schwab Investment Advisory, Inc. | 97,507,959 | $3,142,682,000 | 5.25% |
| Kelman-Lazarov, Inc. | 417,397 | $13,453,000 | 4.71% |
| RHS Financial, LLC | 163,099 | $5,257,000 | 3.83% |
| Seven Springs Wealth Group, LLC | 233,955 | $7,540,000 | 3.69% |
| Charles Schwab Trust Co | 575,305 | $18,542,000 | 3.65% |
| Bogart Wealth, LLC | 1,090,449 | $35,145,000 | 3.58% |
| Prairiewood Capital, LLC | 132,215 | $4,261,000 | 3.50% |
| FOSTER & MOTLEY INC | 1,166,109 | $37,584,000 | 3.13% |