SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,194 | +6.5% | 2,372 | +8.7% | 0.00% | – |
| Q2 2023 | $58,412 | -14.4% | 2,182 | -16.7% | 0.00% | – |
| Q1 2023 | $68,251 | +14.6% | 2,620 | +9.0% | 0.00% | – |
| Q4 2022 | $59,571 | +4.5% | 2,404 | -0.9% | 0.00% | – |
| Q3 2022 | $57,000 | -38.0% | 2,426 | -31.2% | 0.00% | – |
| Q2 2022 | $92,000 | +7.0% | 3,524 | +18.5% | 0.00% | – |
| Q1 2022 | $86,000 | -6.5% | 2,973 | 0.0% | 0.00% | – |
| Q4 2021 | $92,000 | -4.2% | 2,973 | 0.0% | 0.00% | – |
| Q3 2021 | $96,000 | +10.3% | 2,973 | +10.7% | 0.00% | – |
| Q2 2021 | $87,000 | +4.8% | 2,685 | -0.3% | 0.00% | – |
| Q1 2021 | $83,000 | +9.2% | 2,694 | +0.3% | 0.00% | – |
| Q4 2020 | $76,000 | +216.7% | 2,685 | +165.8% | 0.00% | – |
| Q3 2020 | $24,000 | +1100.0% | 1,010 | +1047.7% | 0.00% | – |
| Q1 2020 | $2,000 | -97.0% | 88 | -96.1% | 0.00% | – |
| Q4 2019 | $67,000 | +8.1% | 2,248 | 0.0% | 0.00% | – |
| Q3 2019 | $62,000 | +1966.7% | 2,248 | +2454.5% | 0.00% | – |
| Q2 2019 | $3,000 | -75.0% | 88 | -79.8% | 0.00% | – |
| Q1 2019 | $12,000 | +1100.0% | 435 | +1877.3% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -98.5% | 22 | -99.0% | 0.00% | – |
| Q1 2018 | $66,000 | +106.2% | 2,120 | +98.1% | 0.00% | – |
| Q4 2017 | $32,000 | +3.2% | 1,070 | 0.0% | 0.00% | – |
| Q3 2017 | $31,000 | +3000.0% | 1,070 | +4763.6% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 22 | – | 0.00% | – |
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% |