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 | $81,586 | -67.0% | 3,112 | -66.3% | 0.00% | – |
Q2 2023 | $247,338 | -6.6% | 9,239 | -9.1% | 0.00% | – |
Q1 2023 | $264,843 | -5.4% | 10,167 | -10.0% | 0.00% | – |
Q4 2022 | $279,920 | -11.1% | 11,296 | -16.0% | 0.00% | – |
Q3 2022 | $315,000 | -20.9% | 13,445 | -12.5% | 0.00% | – |
Q2 2022 | $398,000 | -35.2% | 15,362 | -27.6% | 0.00% | -100.0% |
Q1 2022 | $614,000 | -11.5% | 21,213 | -5.3% | 0.00% | 0.0% |
Q4 2021 | $694,000 | -11.9% | 22,390 | -8.6% | 0.00% | 0.0% |
Q3 2021 | $788,000 | +282.5% | 24,492 | +285.9% | 0.00% | – |
Q2 2021 | $206,000 | +5.1% | 6,347 | 0.0% | 0.00% | – |
Q1 2021 | $196,000 | -15.9% | 6,347 | -22.7% | 0.00% | – |
Q4 2020 | $233,000 | +20.1% | 8,213 | 0.0% | 0.00% | – |
Q3 2020 | $194,000 | +88.3% | 8,213 | +85.8% | 0.00% | – |
Q2 2020 | $103,000 | 0.0% | 4,421 | -11.5% | 0.00% | – |
Q1 2020 | $103,000 | -32.7% | 4,994 | -2.1% | 0.00% | – |
Q4 2019 | $153,000 | +7.0% | 5,099 | -2.3% | 0.00% | – |
Q3 2019 | $143,000 | +50.5% | 5,221 | +57.8% | 0.00% | – |
Q2 2019 | $95,000 | +17.3% | 3,308 | +12.5% | 0.00% | – |
Q1 2019 | $81,000 | +189.3% | 2,941 | +172.8% | 0.00% | – |
Q4 2018 | $28,000 | -9.7% | 1,078 | +0.1% | 0.00% | – |
Q3 2018 | $31,000 | -6.1% | 1,077 | -10.5% | 0.00% | – |
Q2 2018 | $33,000 | +65.0% | 1,204 | +88.7% | 0.00% | – |
Q1 2018 | $20,000 | +53.8% | 638 | +47.3% | 0.00% | – |
Q4 2017 | $13,000 | +8.3% | 433 | 0.0% | 0.00% | – |
Q3 2017 | $12,000 | -57.1% | 433 | -71.1% | 0.00% | – |
Q3 2015 | $28,000 | -22.2% | 1,500 | 0.0% | 0.00% | – |
Q2 2015 | $36,000 | – | 1,500 | – | 0.00% | – |
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% |