SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $59,000 | -31.4% | 2,883 | 0.0% | 0.02% | -17.4% |
| Q4 2019 | $86,000 | -55.0% | 2,883 | -58.6% | 0.02% | -60.3% |
| Q3 2019 | $191,000 | -9.0% | 6,963 | -4.8% | 0.06% | -12.1% |
| Q2 2019 | $210,000 | +3.4% | 7,313 | 0.0% | 0.07% | -10.8% |
| Q1 2019 | $203,000 | +7.4% | 7,313 | 0.0% | 0.07% | -5.1% |
| Q4 2018 | $189,000 | -10.4% | 7,313 | 0.0% | 0.08% | +2.6% |
| Q3 2018 | $211,000 | +4.5% | 7,313 | 0.0% | 0.08% | -2.6% |
| Q2 2018 | $202,000 | -33.1% | 7,313 | -24.5% | 0.08% | -33.3% |
| Q1 2018 | $302,000 | +5.2% | 9,681 | 0.0% | 0.12% | +2.6% |
| Q4 2017 | $287,000 | +3.6% | 9,681 | 0.0% | 0.11% | -5.8% |
| Q3 2017 | $277,000 | -5.1% | 9,681 | -11.8% | 0.12% | -16.0% |
| Q2 2017 | $292,000 | -60.6% | 10,979 | -60.9% | 0.14% | -62.4% |
| Q1 2017 | $742,000 | – | 28,079 | – | 0.38% | – |
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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% |