SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $223,000 | -14.2% | 8,942 | -0.3% | 0.03% | -15.8% |
| Q1 2022 | $260,000 | -48.0% | 8,969 | -44.4% | 0.04% | -53.7% |
| Q4 2021 | $500,000 | -5.3% | 16,142 | -1.5% | 0.08% | -13.7% |
| Q3 2021 | $528,000 | +0.4% | 16,393 | +0.4% | 0.10% | -22.1% |
| Q2 2021 | $526,000 | -1.5% | 16,320 | -6.1% | 0.12% | -49.0% |
| Q1 2021 | $534,000 | +3.9% | 17,378 | -4.4% | 0.24% | -45.8% |
| Q4 2020 | $514,000 | +18.4% | 18,186 | -0.6% | 0.44% | +26.7% |
| Q3 2020 | $434,000 | -1.1% | 18,290 | -2.4% | 0.35% | -23.7% |
| Q2 2020 | $439,000 | -3.3% | 18,735 | -15.1% | 0.46% | -39.3% |
| Q1 2020 | $454,000 | -23.7% | 22,066 | +10.7% | 0.75% | +12.6% |
| Q4 2019 | $595,000 | – | 19,930 | – | 0.67% | – |
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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% |