SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $320,000 | -9.9% | 13,664 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $355,000 | -14.0% | 13,720 | -3.7% | 0.00% | 0.0% |
| Q1 2022 | $413,000 | -88.4% | 14,247 | -87.6% | 0.00% | -87.5% |
| Q4 2021 | $3,570,000 | -11.3% | 115,184 | -7.8% | 0.01% | -20.0% |
| Q3 2021 | $4,027,000 | -13.4% | 124,946 | -13.4% | 0.01% | -16.7% |
| Q2 2021 | $4,652,000 | +8.2% | 144,259 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $4,300,000 | +12.6% | 139,822 | +3.5% | 0.01% | +9.1% |
| Q4 2020 | $3,818,000 | +21.0% | 135,110 | +1.6% | 0.01% | 0.0% |
| Q3 2020 | $3,155,000 | -5.6% | 133,009 | -6.8% | 0.01% | -15.4% |
| Q2 2020 | $3,341,000 | +16.6% | 142,733 | +2.4% | 0.01% | 0.0% |
| Q1 2020 | $2,866,000 | -24.9% | 139,402 | +9.0% | 0.01% | -7.1% |
| Q4 2019 | $3,818,000 | +12.7% | 127,944 | +3.4% | 0.01% | +7.7% |
| Q3 2019 | $3,388,000 | +5.8% | 123,738 | +11.0% | 0.01% | +8.3% |
| Q2 2019 | $3,203,000 | – | 111,458 | – | 0.01% | – |
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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% |