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 | $1,313 | +9.9% | 50,091 | +12.2% | 0.01% | +14.3% |
| Q2 2023 | $1,195 | +5.3% | 44,648 | +2.4% | 0.01% | -12.5% |
| Q1 2023 | $1,135 | +2737.5% | 43,583 | +2572.2% | 0.01% | – |
| Q4 2022 | $40 | -98.7% | 1,631 | +1270.6% | 0.00% | – |
| Q3 2022 | $3,000 | -70.0% | 119 | -70.1% | 0.00% | – |
| Q2 2022 | $10,000 | +66.7% | 398 | +107.3% | 0.00% | – |
| Q1 2022 | $6,000 | -62.5% | 192 | -62.9% | 0.00% | – |
| Q4 2021 | $16,000 | +433.3% | 517 | +294.7% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 131 | +15.9% | 0.00% | – |
| Q3 2018 | $3,000 | -91.4% | 113 | -90.9% | 0.00% | -100.0% |
| Q3 2017 | $35,000 | +6.1% | 1,236 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $33,000 | -41.1% | 1,236 | -41.6% | 0.00% | -33.3% |
| Q1 2017 | $56,000 | – | 2,117 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
| Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
| Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
| Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
| Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
| Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
| Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
| McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
| FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
| RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |