SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |