SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $215,000 | -48.4% | 9,184 | -42.9% | 0.00% | -66.7% |
| Q2 2022 | $417,000 | +1.5% | 16,076 | +13.2% | 0.00% | 0.0% |
| Q1 2022 | $411,000 | -44.8% | 14,201 | -40.8% | 0.00% | -40.0% |
| Q4 2021 | $744,000 | +139.2% | 24,004 | +148.9% | 0.01% | +66.7% |
| Q3 2021 | $311,000 | -4.9% | 9,645 | -4.8% | 0.00% | 0.0% |
| Q2 2021 | $327,000 | +13.9% | 10,132 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $287,000 | +328.4% | 9,336 | +295.4% | 0.00% | +200.0% |
| Q4 2020 | $67,000 | +346.7% | 2,361 | +270.6% | 0.00% | – |
| Q3 2020 | $15,000 | -28.6% | 637 | -27.8% | 0.00% | – |
| Q2 2020 | $21,000 | +162.5% | 882 | +197.0% | 0.00% | – |
| Q3 2019 | $8,000 | -11.1% | 297 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | +12.5% | 297 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | 0.0% | 297 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | – | 297 | – | 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% |