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 | $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 | 605,467 | $14,192,000 | 8.51% |
| Elgethun Capital Management | 712,684 | $16,705,000 | 6.68% |
| Charles Schwab Investment Advisory, Inc. | 112,101,100 | $2,627,650,000 | 4.81% |
| Kelman-Lazarov, Inc. | 522,864 | $12,256,000 | 4.17% |
| RHS Financial, LLC | 170,623 | $3,999,000 | 3.56% |
| FOSTER & MOTLEY INC | 1,519,133 | $35,608,000 | 3.38% |
| Northland Capital Management LLC | 152,698 | $3,579,000 | 3.36% |
| Prairiewood Capital, LLC | 165,540 | $3,880,000 | 3.20% |
| Morningstar Investment Management LLC | 455,773 | $10,683,000 | 3.09% |
| Seven Springs Wealth Group, LLC | 231,500 | $5,426,000 | 2.95% |