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 | $13,745,835 | -2.7% | 524,250 | -0.6% | 3.25% | -4.3% |
| Q2 2023 | $14,121,389 | +8.8% | 527,508 | +5.8% | 3.40% | +0.7% |
| Q1 2023 | $12,983,164 | +5.8% | 498,394 | +0.6% | 3.37% | -2.4% |
| Q4 2022 | $12,274,451 | +0.2% | 495,337 | -5.3% | 3.45% | -17.2% |
| Q3 2022 | $12,256,000 | -6.5% | 522,864 | +3.4% | 4.17% | -5.9% |
| Q2 2022 | $13,114,000 | -2.0% | 505,740 | +9.4% | 4.43% | -0.4% |
| Q1 2022 | $13,379,000 | -3.2% | 462,145 | +3.7% | 4.45% | +0.1% |
| Q4 2021 | $13,817,000 | +2.7% | 445,862 | +6.8% | 4.45% | -5.6% |
| Q3 2021 | $13,453,000 | +5.2% | 417,397 | +5.3% | 4.71% | +5.6% |
| Q2 2021 | $12,789,000 | +7.6% | 396,543 | +2.6% | 4.46% | +5.4% |
| Q1 2021 | $11,881,000 | +10.2% | 386,361 | +1.3% | 4.24% | +2.4% |
| Q4 2020 | $10,778,000 | +19.3% | 381,398 | +0.2% | 4.14% | +0.8% |
| Q3 2020 | $9,031,000 | +0.4% | 380,716 | -0.9% | 4.10% | -1.5% |
| Q2 2020 | $8,991,000 | +46.5% | 384,047 | +28.7% | 4.17% | +26.7% |
| Q1 2020 | $6,136,000 | +93.7% | 298,443 | +181.2% | 3.29% | +130.9% |
| Q4 2019 | $3,167,000 | +619.8% | 106,124 | +560.8% | 1.42% | +556.2% |
| Q3 2019 | $440,000 | – | 16,060 | – | 0.22% | – |
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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% |