SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,328 | -3.5% | 17,976 | -1.5% | 0.03% | -3.1% |
| Q2 2023 | $488,423 | +3.8% | 18,245 | +1.0% | 0.03% | 0.0% |
| Q1 2023 | $470,588 | +97532.4% | 18,065 | -7.1% | 0.03% | -5.9% |
| Q4 2022 | $482 | -99.9% | 19,436 | +7.6% | 0.03% | +3.0% |
| Q3 2022 | $424,000 | +63.7% | 18,070 | +80.7% | 0.03% | +65.0% |
| Q2 2022 | $259,000 | -54.9% | 9,998 | -49.6% | 0.02% | -48.7% |
| Q1 2022 | $574,000 | -4.2% | 19,832 | +2.5% | 0.04% | -9.3% |
| Q4 2021 | $599,000 | – | 19,343 | – | 0.04% | – |
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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% |