SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,415 | +63.2% | 2,647 | +66.7% | 0.00% | +50.0% |
| Q2 2023 | $42,522 | +6.3% | 1,588 | +3.5% | 0.00% | 0.0% |
| Q1 2023 | $39,987 | +17.3% | 1,535 | +11.6% | 0.00% | 0.0% |
| Q4 2022 | $34,097 | -14.8% | 1,376 | -10.1% | 0.00% | -33.3% |
| Q3 2022 | $40,000 | 0.0% | 1,530 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -37.5% | 1,530 | -26.2% | 0.00% | -25.0% |
| Q4 2021 | $64,000 | -39.0% | 2,072 | -36.6% | 0.00% | +33.3% |
| Q3 2021 | $105,000 | +8.2% | 3,267 | +9.0% | 0.00% | 0.0% |
| Q2 2021 | $97,000 | 0.0% | 2,996 | -4.6% | 0.00% | 0.0% |
| Q1 2021 | $97,000 | – | 3,141 | – | 0.00% | – |
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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% |