SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $616 | +2.8% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $599 | -99.9% | 23 | -99.9% | 0.00% | -100.0% |
| Q4 2019 | $670,000 | -34.8% | 22,454 | -40.2% | 0.02% | -40.0% |
| Q3 2019 | $1,028,000 | -4.7% | 37,539 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $1,079,000 | +3.7% | 37,539 | 0.0% | 0.03% | +4.0% |
| Q1 2019 | $1,041,000 | +7.3% | 37,539 | 0.0% | 0.02% | -10.7% |
| Q4 2018 | $970,000 | +74.8% | 37,539 | +95.0% | 0.03% | +100.0% |
| Q3 2018 | $555,000 | -54.2% | 19,246 | -56.1% | 0.01% | -57.6% |
| Q2 2018 | $1,213,000 | – | 43,823 | – | 0.03% | – |
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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% |