SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,391,483 | +9.2% | 167,486 | +11.5% | 2.24% | +10.9% |
| Q2 2023 | $4,022,594 | +16.9% | 150,265 | +13.7% | 2.02% | +10.7% |
| Q1 2023 | $3,441,492 | +117317.0% | 132,111 | +11.7% | 1.83% | +11.0% |
| Q4 2022 | $2,931 | -99.8% | 118,299 | +43.9% | 1.65% | +44.7% |
| Q3 2022 | $1,927,000 | -5.5% | 82,200 | +4.5% | 1.14% | -2.2% |
| Q2 2022 | $2,040,000 | +0.2% | 78,673 | +11.9% | 1.16% | +17.0% |
| Q1 2022 | $2,036,000 | +8.5% | 70,317 | +16.1% | 1.00% | +9.7% |
| Q4 2021 | $1,877,000 | +13.6% | 60,568 | +18.1% | 0.91% | +3.7% |
| Q3 2021 | $1,652,000 | +25.1% | 51,267 | +25.2% | 0.88% | +25.0% |
| Q2 2021 | $1,321,000 | +19.5% | 40,949 | +14.0% | 0.70% | +9.9% |
| Q1 2021 | $1,105,000 | +47.5% | 35,922 | +35.5% | 0.64% | +29.5% |
| Q4 2020 | $749,000 | +31.9% | 26,512 | +10.7% | 0.49% | +15.8% |
| Q3 2020 | $568,000 | +97.2% | 23,954 | +94.7% | 0.42% | +74.9% |
| Q2 2020 | $288,000 | – | 12,302 | – | 0.24% | – |
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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% |