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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,212,000 | -10.9% | 41,852 | -4.7% | 0.02% | -12.5% |
| Q4 2021 | $1,361,000 | -19.6% | 43,920 | -16.3% | 0.02% | -22.6% |
| Q3 2021 | $1,692,000 | +2.2% | 52,494 | +2.2% | 0.03% | -3.1% |
| Q2 2021 | $1,656,000 | +15.8% | 51,339 | +10.4% | 0.03% | 0.0% |
| Q1 2021 | $1,430,000 | +8.8% | 46,505 | -0.0% | 0.03% | 0.0% |
| Q4 2020 | $1,314,000 | +16.1% | 46,506 | -2.6% | 0.03% | -5.9% |
| Q3 2020 | $1,132,000 | +3.7% | 47,730 | +2.3% | 0.03% | -8.1% |
| Q2 2020 | $1,092,000 | -35.7% | 46,645 | -18.1% | 0.04% | -19.6% |
| Q4 2019 | $1,699,000 | +14.6% | 56,949 | +5.2% | 0.05% | -13.2% |
| Q3 2019 | $1,482,000 | +14.6% | 54,130 | +9.9% | 0.05% | +10.4% |
| Q2 2019 | $1,293,000 | -4.4% | 49,268 | +1.0% | 0.05% | -15.8% |
| Q1 2019 | $1,353,000 | +29.7% | 48,775 | +20.8% | 0.06% | +23.9% |
| Q4 2018 | $1,043,000 | -9.0% | 40,376 | +1.5% | 0.05% | +2.2% |
| Q3 2018 | $1,146,000 | +176.8% | 39,773 | +165.9% | 0.04% | +150.0% |
| Q2 2018 | $414,000 | – | 14,956 | – | 0.02% | – |
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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% |