SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,840,596 | +191.9% | 108,337 | +198.0% | 0.01% | -10.0% |
Q2 2023 | $973,230 | -2.4% | 36,355 | -5.0% | 0.01% | -16.7% |
Q1 2023 | $997,018 | +46.2% | 38,273 | +50.5% | 0.01% | +33.3% |
Q4 2022 | $681,836 | +9.8% | 25,423 | -1.6% | 0.01% | 0.0% |
Q3 2022 | $621,000 | -24.8% | 25,824 | -20.0% | 0.01% | -25.0% |
Q2 2022 | $826,000 | -13.3% | 32,268 | +0.2% | 0.01% | -7.7% |
Q1 2022 | $953,000 | -26.7% | 32,190 | -20.3% | 0.01% | -31.6% |
Q4 2021 | $1,301,000 | -0.4% | 40,410 | +2.6% | 0.02% | 0.0% |
Q3 2021 | $1,306,000 | +4.3% | 39,396 | -0.0% | 0.02% | -5.0% |
Q2 2021 | $1,252,000 | +23.3% | 39,407 | +19.3% | 0.02% | +11.1% |
Q1 2021 | $1,015,000 | +14.0% | 33,029 | +10.4% | 0.02% | -10.0% |
Q4 2020 | $890,000 | +27.0% | 29,924 | +4.8% | 0.02% | +11.1% |
Q3 2020 | $701,000 | -2.0% | 28,548 | 0.0% | 0.02% | -14.3% |
Q2 2020 | $715,000 | -14.1% | 28,548 | -25.4% | 0.02% | -30.0% |
Q1 2020 | $832,000 | -94.2% | 38,270 | -92.1% | 0.03% | -94.1% |
Q4 2019 | $14,434,000 | +30.2% | 483,399 | +21.5% | 0.51% | +13.9% |
Q3 2019 | $11,089,000 | +15.9% | 397,712 | +19.3% | 0.45% | +5.9% |
Q2 2019 | $9,568,000 | +758.9% | 333,397 | +756.8% | 0.42% | +569.8% |
Q1 2019 | $1,114,000 | -7.9% | 38,913 | -11.3% | 0.06% | -17.1% |
Q4 2018 | $1,210,000 | -14.4% | 43,855 | -43.1% | 0.08% | -78.8% |
Q4 2015 | $1,413,000 | – | 77,073 | – | 0.36% | – |
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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% |