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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,783,397 | +15.7% | 65,711 | +11.8% | 0.49% | +12.5% |
Q3 2023 | $1,541,448 | -89.4% | 58,789 | -89.5% | 0.43% | -89.8% |
Q2 2022 | $14,573,000 | +42.2% | 562,031 | +58.7% | 4.23% | +91.2% |
Q1 2022 | $10,250,000 | -8.0% | 354,067 | -1.5% | 2.21% | -28.1% |
Q4 2021 | $11,137,000 | +200.8% | 359,389 | +212.8% | 3.08% | +212.5% |
Q3 2021 | $3,703,000 | – | 114,894 | – | 0.98% | – |
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% |