SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,887,313 | -8.1% | 456,118 | -5.6% | 0.02% | -25.0% |
| Q2 2023 | $12,934,910 | +4.7% | 483,272 | +1.9% | 0.02% | -20.0% |
| Q1 2023 | $12,355,120 | +6.1% | 474,380 | +0.9% | 0.03% | 0.0% |
| Q4 2022 | $11,644,143 | -17.1% | 470,074 | -21.6% | 0.03% | -60.0% |
| Q3 2022 | $14,042,000 | -12.5% | 599,654 | -3.1% | 0.08% | +2.7% |
| Q2 2022 | $16,053,000 | -6.8% | 618,892 | +4.0% | 0.07% | +43.1% |
| Q1 2022 | $17,229,000 | +20.1% | 595,072 | +28.6% | 0.05% | +4.1% |
| Q4 2021 | $14,347,000 | – | 462,836 | – | 0.05% | – |
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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% |