SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $266,000 | -0.7% | 8,263 | -0.5% | 0.04% | -4.4% |
| Q2 2021 | $268,000 | +1.9% | 8,306 | -3.1% | 0.04% | -8.2% |
| Q1 2021 | $263,000 | +3.1% | 8,575 | -4.8% | 0.05% | -15.5% |
| Q4 2020 | $255,000 | +20.9% | 9,012 | +1.5% | 0.06% | +1.8% |
| Q3 2020 | $211,000 | +3.4% | 8,883 | +2.1% | 0.06% | -16.2% |
| Q2 2020 | $204,000 | -12.4% | 8,698 | +11.5% | 0.07% | -32.7% |
| Q4 2019 | $233,000 | +14.2% | 7,803 | +4.1% | 0.10% | -10.6% |
| Q3 2019 | $204,000 | -4.2% | 7,497 | +2.0% | 0.11% | -27.6% |
| Q2 2019 | $213,000 | – | 7,353 | – | 0.16% | – |
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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% |