SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,010 | -4.3% | 11,319 | -6.9% | 0.16% | -10.7% |
| Q1 2023 | $316,716 | +1.0% | 12,158 | -3.9% | 0.18% | -6.8% |
| Q4 2022 | $313,541 | -45.0% | 12,653 | -48.0% | 0.19% | -48.9% |
| Q3 2022 | $570,000 | -39.1% | 24,324 | -24.8% | 0.37% | -27.2% |
| Q1 2022 | $936,000 | -9.8% | 32,327 | -3.5% | 0.51% | -7.3% |
| Q4 2021 | $1,038,000 | -20.9% | 33,483 | -17.8% | 0.55% | -27.7% |
| Q3 2021 | $1,313,000 | +0.4% | 40,753 | +0.5% | 0.76% | -1.0% |
| Q2 2021 | $1,308,000 | +20.7% | 40,549 | +15.0% | 0.77% | +3.8% |
| Q1 2021 | $1,084,000 | +4.4% | 35,256 | -2.2% | 0.74% | -2.2% |
| Q4 2020 | $1,038,000 | – | 36,042 | – | 0.76% | – |
Download | ||||||
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% |