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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,396 | -81.4% | 816 | -81.0% | 0.01% | -81.2% |
| Q2 2023 | $114,950 | -53.5% | 4,294 | -54.8% | 0.03% | -57.3% |
| Q1 2023 | $247,241 | -87.7% | 9,491 | -88.3% | 0.08% | -88.5% |
| Q4 2022 | $2,005,470 | -99.9% | 80,931 | +6.5% | 0.65% | +1.2% |
| Q3 2022 | $1,781,885,000 | +92900.3% | 76,019 | +2.9% | 0.64% | -3.5% |
| Q2 2022 | $1,916,000 | -41.2% | 73,902 | -34.4% | 0.66% | -38.1% |
| Q1 2022 | $3,261,000 | -1.7% | 112,642 | +5.3% | 1.08% | -10.0% |
| Q4 2021 | $3,316,000 | +18.2% | 106,996 | +22.9% | 1.19% | -0.4% |
| Q3 2021 | $2,806,000 | – | 87,076 | – | 1.20% | – |
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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% |