SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,251,612 | -4.1% | 47,735 | -2.0% | 0.16% | -5.8% |
Q2 2023 | $1,304,449 | +1.5% | 48,728 | -1.2% | 0.17% | -2.3% |
Q1 2023 | $1,285,073 | +3.6% | 49,331 | -1.5% | 0.18% | +2.9% |
Q4 2022 | $1,240,536 | +1.2% | 50,062 | -4.3% | 0.17% | -8.5% |
Q3 2022 | $1,226,000 | -9.7% | 52,314 | 0.0% | 0.19% | -2.1% |
Q2 2022 | $1,357,000 | -12.0% | 52,314 | -1.8% | 0.19% | -9.0% |
Q1 2022 | $1,542,000 | -6.5% | 53,257 | 0.0% | 0.21% | +3.4% |
Q4 2021 | $1,650,000 | -1.5% | 53,257 | +2.5% | 0.20% | -7.7% |
Q3 2021 | $1,675,000 | -2.6% | 51,960 | -2.5% | 0.22% | -2.2% |
Q2 2021 | $1,719,000 | +3.9% | 53,310 | -0.9% | 0.23% | -1.3% |
Q1 2021 | $1,655,000 | +7.3% | 53,809 | -1.4% | 0.23% | 0.0% |
Q4 2020 | $1,542,000 | +25.0% | 54,574 | +4.9% | 0.23% | +15.1% |
Q3 2020 | $1,234,000 | -19.6% | 52,024 | -20.6% | 0.20% | -26.8% |
Q2 2020 | $1,534,000 | +40.2% | 65,529 | +23.2% | 0.27% | +16.7% |
Q1 2020 | $1,094,000 | – | 53,200 | – | 0.23% | – |
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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% |