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 2023 | $65,865 | +15.0% | 2,512 | +17.4% | 0.00% | 0.0% |
| Q2 2023 | $57,288 | +76.6% | 2,140 | +71.9% | 0.00% | 0.0% |
| Q1 2023 | $32,432 | -6.9% | 1,245 | -11.5% | 0.00% | 0.0% |
| Q4 2022 | $34,841 | +45.2% | 1,406 | +35.5% | 0.00% | – |
| Q3 2022 | $24,000 | -31.4% | 1,038 | -22.7% | 0.00% | -100.0% |
| Q2 2022 | $35,000 | -10.3% | 1,343 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -23.5% | 1,342 | -18.4% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | -7.3% | 1,645 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | +292.9% | 1,708 | +303.8% | 0.00% | – |
| Q2 2021 | $14,000 | +27.3% | 423 | +17.5% | 0.00% | – |
| Q1 2021 | $11,000 | +1000.0% | 360 | +958.8% | 0.00% | – |
| Q1 2020 | $1,000 | – | 34 | – | 0.00% | – |
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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% |