SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,718 | -57.7% | 4,871 | -56.8% | 0.00% | -62.5% |
| Q2 2023 | $301,698 | +25083.5% | 11,270 | +24400.0% | 0.01% | – |
| Q1 2023 | $1,198 | +7.4% | 46 | +2.2% | 0.00% | – |
| Q4 2022 | $1,115 | +11.5% | 45 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -95.5% | 45 | -94.8% | 0.00% | -100.0% |
| Q2 2022 | $22,000 | +2100.0% | 862 | +2294.4% | 0.00% | – |
| Q1 2022 | $1,000 | -90.0% | 36 | -88.9% | 0.00% | – |
| Q4 2021 | $10,000 | -64.3% | 325 | -62.9% | 0.00% | -100.0% |
| Q3 2021 | $28,000 | +3.7% | 877 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +440.0% | 833 | +373.3% | 0.00% | – |
| Q1 2021 | $5,000 | +150.0% | 176 | +225.9% | 0.00% | – |
| Q4 2019 | $2,000 | -89.5% | 54 | -92.4% | 0.00% | -100.0% |
| Q3 2019 | $19,000 | – | 709 | +7777.8% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 9 | -83.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 53 | +20.5% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 44 | +7.3% | 0.00% | – |
| Q2 2018 | $1,000 | -92.9% | 41 | -94.7% | 0.00% | -100.0% |
| Q4 2015 | $14,000 | – | 778 | +2892.3% | 0.00% | – |
| Q3 2015 | $0 | – | 26 | – | 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% |