SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,372,364 | -2.7% | 319,312 | -0.7% | 0.17% | -0.6% |
| Q2 2023 | $8,604,953 | +1.8% | 321,440 | -0.9% | 0.17% | -4.5% |
| Q1 2023 | $8,452,237 | +76.0% | 324,462 | +67.4% | 0.18% | +63.3% |
| Q4 2022 | $4,802,712 | -25.6% | 193,814 | -29.6% | 0.11% | -31.4% |
| Q3 2022 | $6,453,000 | -1.9% | 275,312 | +8.6% | 0.16% | +3.2% |
| Q2 2022 | $6,576,000 | -9.8% | 253,604 | +0.7% | 0.15% | +2.0% |
| Q1 2022 | $7,288,000 | -0.6% | 251,731 | +6.4% | 0.15% | +2.0% |
| Q4 2021 | $7,332,000 | -4.3% | 236,582 | -0.5% | 0.15% | -11.9% |
| Q3 2021 | $7,663,000 | +0.3% | 237,759 | +0.4% | 0.17% | +2.4% |
| Q2 2021 | $7,637,000 | +19.9% | 236,814 | +14.4% | 0.16% | +4.5% |
| Q1 2021 | $6,368,000 | +5.7% | 207,084 | -2.8% | 0.16% | -1.3% |
| Q4 2020 | $6,023,000 | +14.0% | 213,144 | -4.3% | 0.16% | +1.3% |
| Q3 2020 | $5,285,000 | +1.3% | 222,797 | -0.0% | 0.16% | -6.0% |
| Q2 2020 | $5,216,000 | +14.1% | 222,827 | +0.2% | 0.17% | -2.9% |
| Q1 2020 | $4,571,000 | -10.9% | 222,306 | +29.4% | 0.17% | +3.6% |
| Q4 2019 | $5,128,000 | +519.3% | 171,845 | +468.1% | 0.17% | +435.5% |
| Q3 2019 | $828,000 | – | 30,249 | – | 0.03% | – |
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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% |