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 | $2,910 | -88.1% | 111 | -87.8% | 0.00% | -100.0% |
| Q2 2023 | $24,361 | +37378.5% | 910 | -63.4% | 0.00% | -50.0% |
| Q1 2023 | $65 | +103.1% | 2,488 | +93.9% | 0.00% | +100.0% |
| Q4 2022 | $32 | -99.9% | 1,283 | -38.2% | 0.00% | 0.0% |
| Q3 2022 | $49,000 | +4800.0% | 2,075 | +5360.5% | 0.00% | – |
| Q2 2022 | $1,000 | – | 38 | +375.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 8 | -96.3% | 0.00% | – |
| Q3 2021 | $7,000 | +40.0% | 219 | +0.5% | 0.00% | – |
| Q3 2020 | $5,000 | -86.1% | 218 | -87.5% | 0.00% | -100.0% |
| Q1 2020 | $36,000 | +176.9% | 1,748 | +299.1% | 0.00% | +100.0% |
| Q4 2019 | $13,000 | 0.0% | 438 | -3.7% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +333.3% | 455 | +295.7% | 0.00% | – |
| Q1 2019 | $3,000 | -93.8% | 115 | -95.0% | 0.00% | -100.0% |
| Q1 2016 | $48,000 | – | 2,322 | – | 0.01% | – |
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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% |