SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |