SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 149 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $209,770 | +3.3% | 7,836 | +0.5% | 0.01% | -6.7% |
Q1 2023 | $203,051 | -21.7% | 7,795 | -25.6% | 0.02% | -28.6% |
Q4 2022 | $259,462 | +2.2% | 10,471 | -3.3% | 0.02% | -22.2% |
Q3 2022 | $254,000 | -50.7% | 10,826 | -45.5% | 0.03% | -53.4% |
Q2 2022 | $515,000 | -19.7% | 19,856 | -10.3% | 0.06% | -4.9% |
Q1 2022 | $641,000 | -35.7% | 22,137 | -31.2% | 0.06% | -33.7% |
Q4 2021 | $997,000 | -18.0% | 32,158 | -14.8% | 0.09% | -29.8% |
Q3 2021 | $1,216,000 | -11.5% | 37,742 | -11.4% | 0.13% | -13.8% |
Q2 2021 | $1,374,000 | +0.2% | 42,598 | -4.5% | 0.15% | -7.9% |
Q1 2021 | $1,371,000 | -4.0% | 44,584 | -11.8% | 0.16% | -13.6% |
Q4 2020 | $1,428,000 | +15.4% | 50,538 | -3.1% | 0.19% | -1.0% |
Q3 2020 | $1,237,000 | +3.6% | 52,168 | +2.3% | 0.19% | -4.0% |
Q2 2020 | $1,194,000 | +2.8% | 51,020 | -9.7% | 0.20% | -7.4% |
Q1 2020 | $1,161,000 | -35.1% | 56,475 | -5.9% | 0.22% | -20.2% |
Q4 2019 | $1,790,000 | +11.7% | 59,995 | +2.6% | 0.27% | +4.2% |
Q3 2019 | $1,602,000 | -4.1% | 58,499 | +0.7% | 0.26% | -4.0% |
Q2 2019 | $1,670,000 | +1.6% | 58,103 | -1.9% | 0.27% | -1.1% |
Q1 2019 | $1,643,000 | +7.0% | 59,250 | -0.3% | 0.28% | -12.7% |
Q4 2018 | $1,535,000 | +50.3% | 59,425 | +67.7% | 0.32% | +125.0% |
Q3 2018 | $1,021,000 | – | 35,444 | – | 0.14% | – |
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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% |