SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $723,076 | +53.5% | 27,577 | +56.7% | 0.01% | +12.5% |
| Q2 2023 | $470,979 | -2.7% | 17,593 | -5.3% | 0.01% | 0.0% |
| Q1 2023 | $484,144 | +114.2% | 18,585 | +94.1% | 0.01% | +60.0% |
| Q3 2022 | $226,000 | -16.9% | 9,573 | -9.3% | 0.01% | -16.7% |
| Q2 2022 | $272,000 | -14.7% | 10,549 | -4.1% | 0.01% | +50.0% |
| Q1 2022 | $319,000 | +14.3% | 11,004 | +22.1% | 0.00% | -42.9% |
| Q4 2021 | $279,000 | +9.4% | 9,011 | +14.1% | 0.01% | +16.7% |
| Q3 2021 | $255,000 | -5.6% | 7,898 | -5.6% | 0.01% | -40.0% |
| Q2 2021 | $270,000 | +26.8% | 8,363 | +20.1% | 0.01% | -23.1% |
| Q1 2021 | $213,000 | -1.8% | 6,965 | -9.1% | 0.01% | -13.3% |
| Q4 2020 | $217,000 | – | 7,665 | – | 0.02% | – |
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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% |