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 | $1,960,540 | -16.9% | 74,773 | -15.1% | 1.33% | -23.8% |
| Q2 2023 | $2,358,215 | -19.7% | 88,092 | -21.9% | 1.74% | -20.9% |
| Q1 2023 | $2,936,889 | -23.0% | 112,740 | -26.8% | 2.20% | -27.1% |
| Q4 2022 | $3,815,413 | +6.6% | 153,971 | +0.8% | 3.02% | -10.0% |
| Q3 2022 | $3,579,000 | -14.9% | 152,698 | -5.9% | 3.36% | -13.3% |
| Q2 2022 | $4,208,000 | +1.0% | 162,289 | +12.8% | 3.87% | -6.5% |
| Q1 2022 | $4,165,000 | -24.0% | 143,855 | -18.6% | 4.14% | -11.4% |
| Q4 2021 | $5,480,000 | – | 176,830 | – | 4.67% | – |
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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% |