SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,402,947 | +25.5% | 91,633 | +28.1% | 0.00% | +33.3% |
Q2 2023 | $1,915,136 | +13.7% | 71,518 | +10.6% | 0.00% | 0.0% |
Q1 2023 | $1,684,741 | +10.2% | 64,653 | +4.8% | 0.00% | 0.0% |
Q4 2022 | $1,528,445 | -3.9% | 61,689 | -9.0% | 0.00% | -25.0% |
Q3 2022 | $1,590,000 | +10.4% | 67,768 | +21.9% | 0.00% | +33.3% |
Q2 2022 | $1,440,000 | -59.4% | 55,579 | -5.9% | 0.00% | -57.1% |
Q1 2022 | $3,543,000 | +87.0% | 59,050 | -3.3% | 0.01% | +75.0% |
Q4 2021 | $1,895,000 | +6.6% | 61,043 | +10.7% | 0.00% | 0.0% |
Q3 2021 | $1,778,000 | -4.8% | 55,143 | -4.5% | 0.00% | 0.0% |
Q2 2021 | $1,867,000 | +16.5% | 57,765 | +10.8% | 0.00% | 0.0% |
Q1 2021 | $1,602,000 | +17.3% | 52,123 | +7.8% | 0.00% | 0.0% |
Q4 2020 | $1,366,000 | +14.1% | 48,341 | -4.3% | 0.00% | 0.0% |
Q3 2020 | $1,197,000 | +49.8% | 50,514 | +48.1% | 0.00% | +33.3% |
Q2 2020 | $799,000 | -23.3% | 34,115 | -47.8% | 0.00% | -25.0% |
Q1 2020 | $1,042,000 | – | 65,312 | – | 0.00% | – |
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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% |