SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,094,880 | -3.9% | 346,868 | -1.9% | 0.44% | +1.6% |
| Q2 2023 | $9,462,724 | +1.9% | 353,482 | -0.8% | 0.43% | -9.6% |
| Q1 2023 | $9,281,746 | +5.7% | 356,305 | +0.6% | 0.48% | +1.7% |
| Q4 2022 | $8,778,276 | -13.3% | 354,248 | -18.0% | 0.47% | -23.0% |
| Q3 2022 | $10,128,000 | -9.4% | 432,082 | +0.2% | 0.61% | -2.9% |
| Q2 2022 | $11,177,000 | -0.2% | 431,043 | +11.4% | 0.63% | +12.3% |
| Q1 2022 | $11,197,000 | +11.6% | 386,771 | +19.4% | 0.56% | +15.6% |
| Q4 2021 | $10,036,000 | +1.7% | 323,857 | +5.8% | 0.49% | -9.0% |
| Q2 2021 | $9,871,000 | +11.9% | 306,082 | +6.7% | 0.53% | +2.1% |
| Q1 2021 | $8,821,000 | +19.5% | 286,851 | +9.8% | 0.52% | +3.8% |
| Q4 2020 | $7,380,000 | +25.9% | 261,133 | +5.7% | 0.50% | +62.1% |
| Q3 2020 | $5,861,000 | +16.3% | 247,104 | +14.8% | 0.31% | -28.8% |
| Q2 2020 | $5,040,000 | +54.0% | 215,300 | +35.2% | 0.44% | -25.2% |
| Q1 2020 | $3,273,000 | +57.3% | 159,198 | +128.2% | 0.58% | +62.2% |
| Q4 2019 | $2,081,000 | +147.4% | 69,748 | +127.0% | 0.36% | +98.9% |
| Q3 2019 | $841,000 | – | 30,720 | – | 0.18% | – |
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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% |