SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 218 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,740,180 | +486.8% | 64,920 | +506.1% | 0.00% | – |
| Q2 2023 | $296,534 | +4.0% | 10,711 | -6.8% | 0.00% | – |
| Q4 2022 | $285,166 | +54.1% | 11,494 | +56.7% | 0.00% | – |
| Q3 2022 | $185,000 | +25.0% | 7,336 | +29.5% | 0.00% | – |
| Q2 2022 | $148,000 | +34.5% | 5,663 | +50.3% | 0.00% | – |
| Q1 2022 | $110,000 | -55.1% | 3,769 | -52.2% | 0.00% | – |
| Q4 2021 | $245,000 | -7.2% | 7,889 | -3.6% | 0.00% | – |
| Q3 2021 | $264,000 | -94.2% | 8,185 | -94.1% | 0.00% | -100.0% |
| Q2 2021 | $4,520,000 | +21423.8% | 139,668 | +20349.2% | 0.00% | – |
| Q1 2021 | $21,000 | +950.0% | 683 | +823.0% | 0.00% | – |
| Q4 2020 | $2,000 | – | 74 | +1380.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 5 | -98.4% | 0.00% | – |
| Q1 2019 | $9,000 | 0.0% | 313 | -9.3% | 0.00% | – |
| Q4 2018 | $9,000 | – | 345 | – | 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% |