SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $606,442 | +0.4% | 23,129 | +2.5% | 0.34% | 0.0% |
Q2 2023 | $603,904 | +6.3% | 22,559 | +3.4% | 0.34% | -6.3% |
Q1 2023 | $568,177 | +31.3% | 21,811 | +24.9% | 0.36% | +22.9% |
Q4 2022 | $432,832 | +4.8% | 17,467 | -1.0% | 0.30% | -1.7% |
Q3 2022 | $413,000 | +12.2% | 17,640 | +24.4% | 0.30% | +17.1% |
Q2 2022 | $368,000 | -55.2% | 14,182 | -50.0% | 0.26% | -49.7% |
Q1 2022 | $821,000 | +89.2% | 28,347 | +102.5% | 0.51% | +77.5% |
Q4 2021 | $434,000 | – | 14,001 | – | 0.29% | – |
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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% |