SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,725,868 | +205.3% | 219,803 | +190.4% | 0.11% | +113.2% |
| Q4 2022 | $1,875,276 | -71.4% | 75,677 | -72.9% | 0.05% | -74.3% |
| Q3 2022 | $6,552,000 | -16.0% | 279,529 | -7.0% | 0.21% | -5.9% |
| Q2 2022 | $7,796,000 | -64.5% | 300,658 | -60.4% | 0.22% | -64.5% |
| Q1 2022 | $21,964,000 | +699.3% | 758,700 | +789.8% | 0.62% | +455.9% |
| Q3 2021 | $2,748,000 | -55.1% | 85,263 | -55.0% | 0.11% | -46.4% |
| Q2 2021 | $6,116,000 | +335.3% | 189,642 | +315.1% | 0.21% | +165.4% |
| Q1 2021 | $1,405,000 | +471.1% | 45,691 | +340.5% | 0.08% | +310.5% |
| Q3 2020 | $246,000 | -38.8% | 10,372 | -39.6% | 0.02% | -34.5% |
| Q2 2020 | $402,000 | -91.3% | 17,161 | -90.1% | 0.03% | -89.4% |
| Q2 2017 | $4,621,000 | +593.8% | 173,774 | +589.2% | 0.27% | +268.9% |
| Q1 2017 | $666,000 | – | 25,213 | – | 0.07% | – |
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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% |