SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $48,708 | -9.6% | 2,078 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $53,883 | -44.1% | 2,078 | -37.6% | 0.00% | -33.3% |
| Q1 2022 | $96,404 | -6.6% | 3,330 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $103,197 | -3.8% | 3,330 | +0.1% | 0.00% | -25.0% |
| Q3 2021 | $107,261 | -5.6% | 3,328 | -5.6% | 0.00% | 0.0% |
| Q2 2021 | $113,681 | -16.1% | 3,525 | -20.0% | 0.00% | -33.3% |
| Q1 2021 | $135,421 | +24.7% | 4,404 | +14.6% | 0.01% | 0.0% |
| Q4 2020 | $108,602 | +2.6% | 3,843 | -13.9% | 0.01% | 0.0% |
| Q3 2020 | $105,843 | -15.6% | 4,462 | -16.7% | 0.01% | -25.0% |
| Q2 2020 | $125,396 | +17.5% | 5,356 | +3.2% | 0.01% | -11.1% |
| Q1 2020 | $106,697 | -2.1% | 5,190 | +42.2% | 0.01% | +12.5% |
| Q4 2019 | $108,933 | +8.3% | 3,651 | -0.6% | 0.01% | 0.0% |
| Q3 2019 | $100,549 | -41.6% | 3,672 | -38.7% | 0.01% | -46.7% |
| Q2 2019 | $172,295 | +76.0% | 5,995 | +69.8% | 0.02% | +66.7% |
| Q1 2019 | $97,886 | +7.4% | 3,530 | +0.0% | 0.01% | -18.2% |
| Q4 2018 | $91,163 | -6.8% | 3,529 | +4.0% | 0.01% | 0.0% |
| Q3 2018 | $97,786 | +11.6% | 3,393 | +7.2% | 0.01% | -8.3% |
| Q2 2018 | $87,607 | +3.3% | 3,165 | +16.4% | 0.01% | -7.7% |
| Q1 2018 | $84,774 | +102.8% | 2,718 | +92.9% | 0.01% | +85.7% |
| Q4 2017 | $41,805 | – | 1,409 | – | 0.01% | – |
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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% |