SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,421 | -2.1% | 550 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $14,724 | +2.8% | 550 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,328 | +616.4% | 550 | +978.4% | 0.00% | – |
Q3 2021 | $2,000 | -96.1% | 51 | -97.4% | 0.00% | -100.0% |
Q4 2018 | $51,000 | -10.5% | 1,975 | 0.0% | 0.03% | +3.8% |
Q3 2018 | $57,000 | +3.6% | 1,975 | 0.0% | 0.03% | -3.7% |
Q2 2018 | $55,000 | – | 1,975 | – | 0.03% | – |
Download |
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% |