SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $494,000 | -22.0% | 17,074 | -16.4% | 0.32% | -19.6% |
| Q4 2021 | $633,000 | -55.7% | 20,424 | -53.9% | 0.39% | -60.0% |
| Q3 2021 | $1,429,000 | -2.1% | 44,346 | -2.0% | 0.98% | -13.6% |
| Q2 2021 | $1,460,000 | -9.3% | 45,259 | -13.5% | 1.13% | -22.2% |
| Q1 2021 | $1,610,000 | -23.6% | 52,352 | -29.8% | 1.46% | -23.7% |
| Q4 2020 | $2,108,000 | -4.6% | 74,601 | -19.9% | 1.91% | -16.3% |
| Q3 2020 | $2,209,000 | +1.2% | 93,138 | -0.1% | 2.28% | -12.8% |
| Q2 2020 | $2,183,000 | +1.3% | 93,248 | -11.0% | 2.62% | -8.1% |
| Q1 2020 | $2,154,000 | -64.8% | 104,757 | +34703.0% | 2.85% | -39.2% |
| Q4 2019 | $6,114,000 | – | 301 | – | 4.68% | – |
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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% |