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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $573,986 | +0.6% | 21,441 | -2.1% | 0.31% | -5.0% |
| Q1 2023 | $570,771 | -77.3% | 21,911 | -77.4% | 0.32% | -77.5% |
| Q4 2022 | $2,514,591 | +6.7% | 96,864 | +1.2% | 1.44% | -0.1% |
| Q3 2022 | $2,357,000 | -1.1% | 95,685 | +4.1% | 1.44% | -0.5% |
| Q2 2022 | $2,384,000 | -29.9% | 91,942 | -21.6% | 1.44% | -20.3% |
| Q1 2022 | $3,400,000 | +9.9% | 117,346 | +21.3% | 1.81% | +3.4% |
| Q4 2021 | $3,094,000 | – | 96,705 | – | 1.75% | – |
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% |