SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,616 | -4.4% | 8,735 | 0.0% | 0.02% | +4.3% |
Q2 2023 | $233,836 | +2.8% | 8,735 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $227,547 | +5.1% | 8,735 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $216,453 | +5.6% | 8,735 | 0.0% | 0.02% | -4.2% |
Q3 2022 | $205,000 | -9.3% | 8,735 | 0.0% | 0.02% | -4.0% |
Q2 2022 | $226,000 | -10.7% | 8,735 | 0.0% | 0.02% | +13.6% |
Q1 2022 | $253,000 | -6.6% | 8,735 | 0.0% | 0.02% | -4.3% |
Q4 2021 | $271,000 | -2.9% | 8,735 | -27.8% | 0.02% | -11.5% |
Q3 2021 | $279,000 | +9.4% | 12,094 | +53.2% | 0.03% | +8.3% |
Q2 2021 | $255,000 | -7.3% | 7,893 | -11.8% | 0.02% | -17.2% |
Q1 2021 | $275,000 | +23.3% | 8,953 | +13.4% | 0.03% | +11.5% |
Q4 2020 | $223,000 | -5.5% | 7,893 | 0.0% | 0.03% | -21.2% |
Q4 2019 | $236,000 | +9.3% | 7,893 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $216,000 | -4.8% | 7,893 | 0.0% | 0.03% | -2.9% |
Q2 2019 | $227,000 | +3.7% | 7,893 | 0.0% | 0.03% | -2.9% |
Q1 2019 | $219,000 | +7.4% | 7,893 | 0.0% | 0.04% | -7.9% |
Q4 2018 | $204,000 | -10.1% | 7,893 | 0.0% | 0.04% | +5.6% |
Q3 2018 | $227,000 | +4.1% | 7,893 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $218,000 | – | 7,893 | – | 0.04% | – |
Download |
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% |