SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $662 | +0.2% | 25,264 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $661 | +30.4% | 24,682 | +26.8% | 0.00% | +50.0% |
| Q1 2023 | $507 | +6.3% | 19,469 | +1.1% | 0.00% | 0.0% |
| Q4 2022 | $477 | -99.9% | 19,248 | -41.3% | 0.00% | -60.0% |
| Q3 2022 | $768,000 | -5.5% | 32,772 | +4.5% | 0.01% | 0.0% |
| Q2 2022 | $813,000 | -9.7% | 31,358 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $900,000 | +8.2% | 31,078 | +15.8% | 0.01% | 0.0% |
| Q4 2021 | $832,000 | +12.9% | 26,840 | +17.4% | 0.01% | 0.0% |
| Q3 2021 | $737,000 | -19.6% | 22,864 | -19.6% | 0.01% | -28.6% |
| Q2 2021 | $917,000 | -8.9% | 28,424 | -13.2% | 0.01% | -22.2% |
| Q1 2021 | $1,007,000 | +25.6% | 32,760 | +15.4% | 0.01% | -10.0% |
| Q4 2020 | $802,000 | +67.1% | 28,394 | +40.5% | 0.01% | +42.9% |
| Q3 2020 | $480,000 | +60.0% | 20,216 | +58.0% | 0.01% | +40.0% |
| Q2 2020 | $300,000 | -8.3% | 12,796 | -19.6% | 0.01% | -28.6% |
| Q1 2020 | $327,000 | – | 15,911 | – | 0.01% | – |
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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% |