SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. 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 | 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% |