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 | $5,088,246 | +9.0% | 194,060 | +11.3% | 1.14% | +10.0% |
| Q2 2023 | $4,669,083 | +14.9% | 174,415 | +11.8% | 1.04% | +8.9% |
| Q1 2023 | $4,064,531 | +15.5% | 156,028 | +9.8% | 0.95% | +8.4% |
| Q4 2022 | $3,520,124 | +70.2% | 142,055 | +61.0% | 0.88% | +36.6% |
| Q3 2022 | $2,068,000 | +13.9% | 88,208 | +26.1% | 0.64% | +15.3% |
| Q2 2022 | $1,815,000 | +26.7% | 69,978 | +51.4% | 0.56% | +41.7% |
| Q4 2021 | $1,432,000 | +5.9% | 46,219 | +10.2% | 0.39% | -1.8% |
| Q3 2021 | $1,352,000 | – | 41,951 | – | 0.40% | – |
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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% |