SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $327,960 | -5.3% | 12,508 | -3.4% | 0.14% | -9.9% |
Q2 2023 | $346,484 | -2.1% | 12,943 | -4.7% | 0.15% | -7.9% |
Q1 2023 | $353,837 | +6.0% | 13,583 | +0.8% | 0.16% | -2.9% |
Q4 2022 | $333,861 | -57.9% | 13,473 | -60.2% | 0.17% | -60.0% |
Q3 2022 | $793,000 | -11.5% | 33,830 | -2.1% | 0.42% | -4.5% |
Q2 2022 | $896,000 | -10.7% | 34,560 | -0.3% | 0.44% | +13.5% |
Q1 2022 | $1,003,000 | +14.4% | 34,655 | +22.4% | 0.39% | +13.3% |
Q4 2021 | $877,000 | +54.9% | 28,302 | +61.3% | 0.35% | +51.1% |
Q3 2021 | $566,000 | +9.3% | 17,551 | +9.2% | 0.23% | +11.2% |
Q2 2021 | $518,000 | +20.2% | 16,076 | +14.7% | 0.21% | +10.8% |
Q1 2021 | $431,000 | – | 14,020 | – | 0.19% | – |
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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% |