SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $944 | -2.1% | 36,016 | +0.0% | 0.40% | +3.6% |
| Q2 2023 | $964 | +0.2% | 36,000 | -2.5% | 0.38% | -4.7% |
| Q1 2023 | $962 | +8.8% | 36,919 | +3.5% | 0.40% | +2.8% |
| Q4 2022 | $884 | -99.9% | 35,659 | -4.4% | 0.39% | -3.9% |
| Q3 2022 | $874,000 | -4.1% | 37,290 | +5.7% | 0.41% | +11.1% |
| Q2 2022 | $911,000 | -10.1% | 35,280 | +0.8% | 0.37% | -0.5% |
| Q1 2022 | $1,013,000 | -34.3% | 34,992 | -29.7% | 0.37% | -33.0% |
| Q4 2021 | $1,543,000 | -6.3% | 49,779 | -2.5% | 0.55% | -9.7% |
| Q3 2021 | $1,646,000 | +0.1% | 51,061 | +0.2% | 0.61% | 0.0% |
| Q2 2021 | $1,644,000 | +10.1% | 50,963 | +5.0% | 0.61% | +18.0% |
| Q1 2021 | $1,493,000 | +12.0% | 48,542 | +2.9% | 0.52% | -0.8% |
| Q4 2020 | $1,333,000 | +27.6% | 47,169 | +7.0% | 0.52% | +10.4% |
| Q3 2020 | $1,045,000 | – | 44,067 | – | 0.47% | – |
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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% |