SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. 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% | – |
Download |
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% |