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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,420,696 | -10.2% | 130,461 | -8.3% | 0.13% | -12.4% |
| Q2 2023 | $3,808,309 | +4.1% | 142,260 | +1.3% | 0.15% | -3.8% |
| Q1 2023 | $3,657,288 | +4.9% | 140,395 | -0.3% | 0.16% | -3.0% |
| Q4 2022 | $3,487,733 | +0.9% | 140,748 | -4.6% | 0.16% | -9.4% |
| Q3 2022 | $3,458,000 | -6.3% | 147,511 | +3.6% | 0.18% | -6.7% |
| Q2 2022 | $3,692,000 | -8.3% | 142,368 | +2.3% | 0.19% | -3.5% |
| Q1 2022 | $4,027,000 | -4.3% | 139,117 | +2.5% | 0.20% | -4.3% |
| Q4 2021 | $4,206,000 | -3.3% | 135,715 | +0.6% | 0.21% | -15.3% |
| Q3 2021 | $4,348,000 | +10.7% | 134,899 | +10.8% | 0.25% | +4.2% |
| Q2 2021 | $3,928,000 | +29.8% | 121,793 | +23.7% | 0.24% | -1.7% |
| Q1 2021 | $3,027,000 | -13.6% | 98,455 | -20.6% | 0.24% | -9.4% |
| Q4 2020 | $3,505,000 | +13.6% | 124,039 | -4.7% | 0.27% | +1.1% |
| Q3 2020 | $3,086,000 | +3.6% | 130,102 | +2.2% | 0.26% | -5.0% |
| Q2 2020 | $2,979,000 | +22.9% | 127,250 | +7.9% | 0.28% | +4.9% |
| Q1 2020 | $2,424,000 | +67.9% | 117,882 | +143.7% | 0.26% | +66.7% |
| Q4 2019 | $1,444,000 | +3.7% | 48,375 | -4.9% | 0.16% | -5.9% |
| Q3 2019 | $1,392,000 | +273.2% | 50,842 | +291.3% | 0.17% | +244.9% |
| Q2 2019 | $373,000 | -44.8% | 12,992 | -46.8% | 0.05% | -61.4% |
| Q2 2018 | $676,000 | – | 24,439 | – | 0.13% | – |
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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% |