SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $501,000 | +2.7% | 16,729 | -5.9% | 0.00% | -25.0% |
| Q3 2019 | $488,000 | -20.9% | 17,783 | -17.1% | 0.00% | -20.0% |
| Q2 2019 | $617,000 | +5.7% | 21,447 | +2.1% | 0.01% | 0.0% |
| Q1 2019 | $584,000 | +30.6% | 20,999 | +21.7% | 0.01% | +25.0% |
| Q4 2018 | $447,000 | +115.9% | 17,255 | +141.0% | 0.00% | +100.0% |
| Q3 2018 | $207,000 | +58.0% | 7,160 | +52.6% | 0.00% | 0.0% |
| Q2 2018 | $131,000 | -1.5% | 4,693 | +10.7% | 0.00% | 0.0% |
| Q1 2018 | $133,000 | 0.0% | 4,241 | -4.9% | 0.00% | 0.0% |
| Q4 2017 | $133,000 | +38.5% | 4,459 | +33.5% | 0.00% | 0.0% |
| Q3 2017 | $96,000 | +405.3% | 3,340 | +377.1% | 0.00% | – |
| Q2 2017 | $19,000 | +5.6% | 700 | 0.0% | 0.00% | – |
| Q1 2017 | $18,000 | +260.0% | 700 | +250.0% | 0.00% | – |
| Q4 2016 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | – | 200 | – | 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% |