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 | $890 | +0.3% | 33,952 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $887 | -0.8% | 33,117 | -3.5% | 0.00% | 0.0% |
| Q1 2023 | $894 | +13.2% | 34,324 | +7.6% | 0.00% | 0.0% |
| Q4 2022 | $790 | -99.9% | 31,904 | -40.4% | 0.00% | -33.3% |
| Q3 2022 | $1,254,000 | -3.1% | 53,517 | +7.2% | 0.00% | 0.0% |
| Q2 2022 | $1,294,000 | -39.2% | 49,913 | -32.1% | 0.00% | -40.0% |
| Q1 2022 | $2,127,000 | +31.4% | 73,496 | +40.7% | 0.01% | +25.0% |
| Q4 2021 | $1,619,000 | +16.5% | 52,250 | +21.1% | 0.00% | +33.3% |
| Q3 2021 | $1,390,000 | +57.4% | 43,134 | +57.4% | 0.00% | +50.0% |
| Q2 2021 | $883,000 | +107.8% | 27,403 | +97.9% | 0.00% | +100.0% |
| Q1 2021 | $425,000 | +27.2% | 13,849 | +17.0% | 0.00% | 0.0% |
| Q4 2020 | $334,000 | -17.5% | 11,832 | -30.8% | 0.00% | 0.0% |
| Q3 2020 | $405,000 | +21.3% | 17,100 | +19.7% | 0.00% | 0.0% |
| Q2 2020 | $334,000 | +16.8% | 14,287 | +2.4% | 0.00% | 0.0% |
| Q1 2020 | $286,000 | -20.6% | 13,951 | +15.6% | 0.00% | 0.0% |
| Q4 2019 | $360,000 | +30.0% | 12,073 | +19.2% | 0.00% | 0.0% |
| Q3 2019 | $277,000 | +17.9% | 10,127 | +23.5% | 0.00% | 0.0% |
| Q2 2019 | $235,000 | -64.3% | 8,202 | -61.1% | 0.00% | -75.0% |
| Q1 2018 | $658,000 | -55.4% | 21,098 | -57.5% | 0.00% | -50.0% |
| Q4 2017 | $1,474,000 | – | 49,666 | – | 0.01% | – |
Download | ||||||
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% |