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 | $260,560 | -2.1% | 9,937 | 0.0% | 0.13% | +3.1% |
Q2 2023 | $266,026 | +1.4% | 9,937 | -1.3% | 0.13% | -6.6% |
Q1 2023 | $262,231 | +5.4% | 10,066 | +0.3% | 0.14% | +8.8% |
Q4 2022 | $248,753 | -1.3% | 10,038 | -6.5% | 0.12% | -12.0% |
Q3 2022 | $252,000 | -13.1% | 10,732 | -4.2% | 0.14% | -5.3% |
Q2 2022 | $290,000 | -32.2% | 11,202 | -24.2% | 0.15% | -28.2% |
Q1 2022 | $428,000 | -8.5% | 14,769 | -2.2% | 0.21% | -6.3% |
Q4 2021 | $468,000 | -2.9% | 15,095 | +1.0% | 0.22% | -12.9% |
Q3 2021 | $482,000 | +0.8% | 14,941 | +0.9% | 0.26% | -3.4% |
Q2 2021 | $478,000 | +9.4% | 14,811 | +4.2% | 0.26% | -1.9% |
Q1 2021 | $437,000 | +27.8% | 14,209 | +17.2% | 0.27% | +18.4% |
Q4 2020 | $342,000 | -28.5% | 12,119 | -39.8% | 0.23% | -41.2% |
Q3 2020 | $478,000 | -34.3% | 20,142 | -35.1% | 0.39% | -33.9% |
Q2 2020 | $727,000 | -8.2% | 31,054 | -19.4% | 0.59% | -27.7% |
Q1 2020 | $792,000 | -35.8% | 38,542 | -6.7% | 0.81% | -18.3% |
Q4 2019 | $1,233,000 | – | 41,317 | – | 0.99% | – |
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% |