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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,771 | -2.1% | 1,021 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,332 | +2.8% | 1,021 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,597 | +5.1% | 1,021 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,300 | -2.7% | 1,021 | -9.6% | 0.00% | -20.0% |
| Q3 2022 | $26,000 | -10.3% | 1,130 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $29,000 | -12.1% | 1,130 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -5.7% | 1,130 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $35,000 | +6.1% | 1,130 | +10.7% | 0.01% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +6.5% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $31,000 | +6.9% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $29,000 | +20.8% | 1,021 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $24,000 | 0.0% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $24,000 | +14.3% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -38.2% | 1,021 | -9.9% | 0.01% | -25.0% |
| Q4 2019 | $34,000 | +9.7% | 1,133 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | -6.1% | 1,133 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $33,000 | +6.5% | 1,133 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $31,000 | +6.9% | 1,133 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $29,000 | -12.1% | 1,133 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $33,000 | +6.5% | 1,133 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $31,000 | -3.1% | 1,133 | +11.0% | 0.01% | 0.0% |
| Q1 2018 | $32,000 | +6.7% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $30,000 | +3.4% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $29,000 | +7.4% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $27,000 | 0.0% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $27,000 | +12.5% | 1,021 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $24,000 | 0.0% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $24,000 | +9.1% | 1,021 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $22,000 | – | 1,021 | – | 0.01% | – |
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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% |