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 | $6,433 | -2.8% | 245 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $6,621 | -68.8% | 247 | -69.7% | 0.00% | -50.0% |
| Q1 2023 | $21,240 | +96.9% | 815 | +87.4% | 0.00% | +100.0% |
| Q4 2022 | $10,788 | +169.7% | 435 | +127.7% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | -100.0% | 191 | -73.2% | 0.00% | -75.0% |
| Q1 2021 | $21,966,000 | +439220.0% | 714 | +273.8% | 0.00% | +300.0% |
| Q4 2020 | $5,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +25.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -66.7% | 191 | -52.5% | 0.00% | -50.0% |
| Q4 2019 | $12,000 | +140.0% | 402 | +110.5% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 191 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | -54.5% | 190 | -54.8% | 0.00% | -66.7% |
| Q4 2018 | $11,000 | – | 420 | – | 0.01% | – |
Download | ||||||
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% |