SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,628 | -2.1% | 13,220 | 0.0% | 0.22% | +1.4% |
| Q2 2023 | $353,899 | +2.8% | 13,220 | 0.0% | 0.22% | 0.0% |
| Q1 2023 | $344,381 | +5.1% | 13,220 | 0.0% | 0.22% | -5.6% |
| Q4 2022 | $327,592 | +5.7% | 13,220 | 0.0% | 0.23% | -9.0% |
| Q3 2022 | $310,000 | -9.6% | 13,220 | 0.0% | 0.26% | -14.7% |
| Q2 2022 | $343,000 | -10.4% | 13,220 | 0.0% | 0.30% | -2.0% |
| Q1 2022 | $383,000 | -6.6% | 13,220 | 0.0% | 0.31% | -0.3% |
| Q4 2021 | $410,000 | -3.8% | 13,220 | 0.0% | 0.31% | -13.3% |
| Q3 2021 | $426,000 | 0.0% | 13,220 | 0.0% | 0.35% | +0.9% |
| Q2 2021 | $426,000 | +4.7% | 13,220 | 0.0% | 0.35% | -6.6% |
| Q1 2021 | $407,000 | +8.8% | 13,220 | 0.0% | 0.38% | -11.9% |
| Q4 2020 | $374,000 | – | 13,220 | – | 0.43% | – |
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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% |