SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,996 | +96.2% | 1,144 | +100.4% | 0.00% | 0.0% |
Q2 2023 | $15,286 | +2.8% | 571 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,875 | +5.1% | 571 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $14,149 | -16.8% | 571 | -20.3% | 0.00% | -50.0% |
Q3 2022 | $17,000 | -10.5% | 716 | 0.0% | 0.00% | +100.0% |
Q2 2022 | $19,000 | +216.7% | 716 | +226.9% | 0.00% | – |
Q1 2022 | $6,000 | -14.3% | 219 | 0.0% | 0.00% | – |
Q4 2021 | $7,000 | 0.0% | 219 | 0.0% | 0.00% | -100.0% |
Q3 2021 | $7,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $7,000 | +16.7% | 219 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $6,000 | +20.0% | 219 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | – | 219 | – | 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% |