SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $326,963 | -2.1% | 12,470 | 0.0% | 0.14% | 0.0% |
Q2 2023 | $333,822 | +5.4% | 12,470 | +2.6% | 0.14% | +0.7% |
Q1 2023 | $316,664 | -2.2% | 12,156 | -6.9% | 0.14% | -9.4% |
Q4 2022 | $323,652 | +60.2% | 13,061 | +51.3% | 0.15% | +47.5% |
Q3 2022 | $202,000 | -8.6% | 8,635 | +13.1% | 0.10% | -5.6% |
Q1 2022 | $221,000 | -2.2% | 7,636 | +4.7% | 0.11% | -2.7% |
Q4 2021 | $226,000 | -3.8% | 7,296 | 0.0% | 0.11% | -14.1% |
Q3 2021 | $235,000 | -94.4% | 7,296 | -95.0% | 0.13% | -96.3% |
Q2 2019 | $4,210,000 | +5.1% | 146,497 | +1.4% | 3.47% | +2.0% |
Q1 2019 | $4,007,000 | – | 144,507 | – | 3.40% | – |
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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% |