SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,935,864 | +54.6% | 378,942 | +57.9% | 1.06% | +49.6% |
| Q2 2023 | $6,426,398 | +230.8% | 240,060 | +221.9% | 0.71% | +216.0% |
| Q1 2023 | $1,942,942 | +107.4% | 74,585 | +97.3% | 0.22% | +94.0% |
| Q4 2022 | $936,786 | +26.3% | 37,804 | +19.4% | 0.12% | -4.1% |
| Q3 2022 | $742,000 | -9.6% | 31,649 | 0.0% | 0.12% | -4.7% |
| Q2 2022 | $821,000 | -23.3% | 31,649 | -14.4% | 0.13% | -13.6% |
| Q1 2022 | $1,070,000 | +5.6% | 36,977 | +13.1% | 0.15% | 0.0% |
| Q4 2021 | $1,013,000 | – | 32,682 | – | 0.15% | – |
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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% |