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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $32,000 | -91.9% | 1,040 | -94.6% | 0.00% | -96.6% |
| Q1 2020 | $397,000 | -37.2% | 19,331 | -8.8% | 0.06% | -27.5% |
| Q4 2019 | $632,000 | +18.4% | 21,192 | +8.7% | 0.08% | +3.9% |
| Q3 2019 | $534,000 | +9.4% | 19,495 | +14.9% | 0.08% | 0.0% |
| Q2 2019 | $488,000 | +190.5% | 16,973 | +180.7% | 0.08% | +165.5% |
| Q1 2019 | $168,000 | – | 6,047 | +54872.7% | 0.03% | – |
| Q4 2018 | $0 | -100.0% | 11 | -95.9% | 0.00% | -100.0% |
| Q4 2017 | $8,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | – | 270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 605,467 | $14,192,000 | 8.51% |
| Elgethun Capital Management | 712,684 | $16,705,000 | 6.68% |
| Charles Schwab Investment Advisory, Inc. | 112,101,100 | $2,627,650,000 | 4.81% |
| Kelman-Lazarov, Inc. | 522,864 | $12,256,000 | 4.17% |
| RHS Financial, LLC | 170,623 | $3,999,000 | 3.56% |
| FOSTER & MOTLEY INC | 1,519,133 | $35,608,000 | 3.38% |
| Northland Capital Management LLC | 152,698 | $3,579,000 | 3.36% |
| Prairiewood Capital, LLC | 165,540 | $3,880,000 | 3.20% |
| Morningstar Investment Management LLC | 455,773 | $10,683,000 | 3.09% |
| Seven Springs Wealth Group, LLC | 231,500 | $5,426,000 | 2.95% |