Baird Financial Group, Inc. - SCHWAB STRATEGIC TR ownership

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
Baird Financial Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$3,203,000111,4580.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 567,704$14,788,6778.11%
Unison Advisors LLC 2,795,486$72,822,4008.09%
Charles Schwab Investment Advisory, Inc. 116,393,564$3,032,052,3384.83%
RHS Financial, LLC 221,709$5,775,5164.39%
Kelman-Lazarov, Inc. 498,394$12,983,1643.37%
Prairiewood Capital, LLC 188,465$4,909,5243.33%
Seven Springs Wealth Group, LLC 251,774$6,558,7003.24%
Waterford Advisors, LLC 221,152$5,7613.12%
FOSTER & MOTLEY INC 1,385,533$36,0932.94%
Sebold Capital Management, Inc. 141,025$3,673,7112.90%
View complete list of SCHWAB STRATEGIC TR shareholders