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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,424 | +3.8% | 203 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $5,226 | +5.1% | 201 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $4,971 | -54.8% | 201 | -56.8% | 0.01% | -54.5% |
| Q3 2022 | $11,000 | -8.3% | 465 | -4.9% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -52.0% | 489 | -44.2% | 0.01% | -47.6% |
| Q1 2022 | $25,000 | -3.8% | 876 | +5.7% | 0.02% | 0.0% |
| Q4 2021 | $26,000 | – | 829 | – | 0.02% | – |
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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% |