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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,093,275 | +69.4% | 40,283 | +63.6% | 0.10% | +47.1% |
| Q3 2023 | $645,456 | -3.8% | 24,617 | -1.8% | 0.07% | -5.6% |
| Q2 2023 | $670,875 | -39.5% | 25,061 | -41.1% | 0.07% | -42.9% |
| Q1 2023 | $1,108,718 | +54.2% | 42,561 | +46.7% | 0.13% | +55.6% |
| Q4 2022 | $718,949 | +72.0% | 29,013 | +62.6% | 0.08% | +37.3% |
| Q3 2022 | $418,000 | -72.4% | 17,842 | -69.4% | 0.06% | -71.1% |
| Q2 2022 | $1,512,000 | +88.8% | 58,318 | +110.8% | 0.20% | +117.0% |
| Q1 2022 | $801,000 | -25.6% | 27,667 | -20.4% | 0.09% | -26.0% |
| Q4 2021 | $1,077,000 | – | 34,767 | – | 0.13% | – |
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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% |