SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,067,886 | -6.9% | 536,533 | -5.0% | 8.40% | +8.4% |
| Q2 2023 | $15,113,888 | +2.2% | 564,583 | -0.5% | 7.75% | -4.5% |
| Q1 2023 | $14,788,677 | +6.3% | 567,704 | +1.2% | 8.11% | +1.0% |
| Q4 2022 | $13,906,029 | -2.0% | 561,180 | -7.3% | 8.03% | -5.6% |
| Q3 2022 | $14,192,000 | +36.9% | 605,467 | +51.4% | 8.51% | +38.6% |
| Q2 2022 | $10,368,000 | +569.8% | 399,860 | +647.9% | 6.14% | +598.2% |
| Q1 2022 | $1,548,000 | +40.9% | 53,461 | +50.7% | 0.88% | +41.5% |
| Q4 2021 | $1,099,000 | -76.5% | 35,469 | -75.5% | 0.62% | -79.5% |
| Q3 2021 | $4,673,000 | -32.0% | 145,005 | -32.0% | 3.03% | -32.2% |
| Q2 2021 | $6,877,000 | -20.2% | 213,239 | -23.9% | 4.47% | -29.9% |
| Q1 2021 | $8,620,000 | -26.2% | 280,337 | -32.2% | 6.37% | -25.9% |
| Q4 2020 | $11,681,000 | +24.4% | 413,352 | +4.4% | 8.59% | +16.6% |
| Q3 2020 | $9,392,000 | -3.0% | 395,953 | +0.7% | 7.37% | +9.9% |
| Q2 2020 | $9,683,000 | +11.3% | 393,142 | -7.1% | 6.70% | -10.7% |
| Q1 2020 | $8,700,000 | -43.6% | 423,165 | -18.1% | 7.51% | -38.3% |
| Q4 2019 | $15,415,000 | – | 516,583 | – | 12.18% | – |
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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% |