SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $37,591 | +4.9% | 1,443 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $35,832 | -32.4% | 1,446 | -12.3% | 0.00% | -50.0% |
| Q2 2021 | $53,000 | -5.4% | 1,649 | -17.3% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +55.6% | 1,994 | +29.6% | 0.00% | 0.0% |
| Q3 2020 | $36,000 | -39.0% | 1,539 | -46.1% | 0.00% | -50.0% |
| Q1 2020 | $59,000 | +3.5% | 2,857 | +48.6% | 0.00% | +33.3% |
| Q4 2019 | $57,000 | +1.8% | 1,922 | -1.5% | 0.00% | 0.0% |
| Q3 2019 | $56,000 | 0.0% | 1,952 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $56,000 | +93.1% | 1,952 | +89.3% | 0.00% | +50.0% |
| Q1 2019 | $29,000 | +7.4% | 1,031 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | -10.0% | 1,031 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | 0.0% | 1,031 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | -83.6% | 1,031 | -82.4% | 0.00% | -86.7% |
| Q1 2018 | $183,000 | +84.8% | 5,856 | +76.0% | 0.02% | +66.7% |
| Q4 2017 | $99,000 | +32.0% | 3,327 | +27.1% | 0.01% | 0.0% |
| Q3 2017 | $75,000 | +120.6% | 2,617 | +107.2% | 0.01% | +125.0% |
| Q2 2017 | $34,000 | – | 1,263 | +12530.0% | 0.00% | – |
| Q1 2016 | $0 | – | 10 | – | 0.00% | – |
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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% |