SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elgethun Capital Management | 645,481 | $19,849,000 | 7.72% |
| Lee Financial Co | 928,771 | $28,560,000 | 6.77% |
| Your Advocates Ltd., LLP | 280,337 | $8,620,000 | 6.37% |
| Charles Schwab Investment Advisory, Inc. | 88,815,823 | $2,731,087,000 | 5.14% |
| Kelman-Lazarov, Inc. | 386,361 | $11,881,000 | 4.24% |
| Prairiewood Capital, LLC | 128,663 | $3,956,000 | 3.63% |
| Charles Schwab Trust Co | 530,415 | $16,273,000 | 3.37% |
| McAdam, LLC | 639,375 | $19,661,000 | 2.77% |
| FOSTER & MOTLEY INC | 1,073,457 | $33,009,000 | 2.75% |
| RHS Financial, LLC | 98,195 | $3,020,000 | 2.52% |