SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,281,000 | +25.3% | 49,208 | +28.5% | 0.00% | 0.0% |
| Q2 2023 | $1,022,000 | +10.5% | 38,283 | +6.8% | 0.00% | 0.0% |
| Q1 2023 | $925,000 | -9.0% | 35,845 | -13.1% | 0.00% | 0.0% |
| Q4 2022 | $1,017,000 | +90.1% | 41,263 | +79.9% | 0.00% | +100.0% |
| Q3 2022 | $535,000 | -5.6% | 22,935 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $567,000 | -4.7% | 22,041 | +6.8% | 0.00% | 0.0% |
| Q1 2022 | $595,000 | +17.8% | 20,633 | +26.0% | 0.00% | 0.0% |
| Q4 2021 | $505,000 | -3.3% | 16,375 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $522,000 | +53.5% | 16,292 | +53.7% | 0.00% | 0.0% |
| Q2 2021 | $340,000 | -10.1% | 10,601 | -13.8% | 0.00% | 0.0% |
| Q1 2021 | $378,000 | +37.5% | 12,303 | +25.4% | 0.00% | 0.0% |
| Q4 2020 | $275,000 | +33.5% | 9,808 | +39.2% | 0.00% | 0.0% |
| Q4 2019 | $206,000 | -41.3% | 7,046 | -42.9% | 0.00% | -50.0% |
| Q2 2019 | $351,000 | – | 12,335 | – | 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% |