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 | $236 | -2.1% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $241 | -96.0% | 9 | -96.1% | 0.00% | – |
| Q1 2023 | $6,070 | +5.1% | 233 | 0.0% | 0.00% | – |
| Q4 2022 | $5,774 | -17.5% | 233 | -19.4% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 289 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 289 | +3.2% | 0.00% | – |
| Q1 2022 | $8,000 | +14.3% | 280 | +25.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 224 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 224 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | -99.9% | 224 | -50.0% | 0.00% | – |
| Q1 2021 | $13,776,000 | +229500.0% | 448 | +100.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 224 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | – | 224 | +1766.7% | 0.00% | – |
| Q4 2019 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 12 | -92.9% | 0.00% | – |
| Q2 2017 | $4,000 | +33.3% | 169 | +38.5% | 0.00% | – |
| Q1 2017 | $3,000 | – | 122 | – | 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% |