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 | $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 | 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% |