SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,303,000 | +42.6% | 164,144 | +45.6% | 0.00% | 0.0% |
| Q2 2023 | $3,017,000 | -12.4% | 112,712 | -14.7% | 0.00% | 0.0% |
| Q1 2023 | $3,443,000 | +19.8% | 132,169 | +13.9% | 0.00% | 0.0% |
| Q4 2022 | $2,875,000 | +73.4% | 116,017 | +64.0% | 0.00% | 0.0% |
| Q3 2022 | $1,658,000 | -72.2% | 70,761 | -69.2% | 0.00% | -50.0% |
| Q2 2022 | $5,957,000 | +20.4% | 229,754 | +34.4% | 0.00% | +100.0% |
| Q1 2022 | $4,949,000 | +136.7% | 170,955 | +153.4% | 0.00% | – |
| Q4 2021 | $2,091,000 | -20.6% | 67,452 | -17.5% | 0.00% | -100.0% |
| Q3 2021 | $2,635,000 | +429.1% | 81,764 | +429.8% | 0.00% | – |
| Q2 2021 | $498,000 | +7.8% | 15,433 | +2.8% | 0.00% | – |
| Q1 2021 | $462,000 | +621.9% | 15,006 | +560.8% | 0.00% | – |
| Q4 2020 | $64,000 | -23.8% | 2,271 | -36.2% | 0.00% | – |
| Q3 2020 | $84,000 | +25.4% | 3,558 | +24.4% | 0.00% | – |
| Q2 2020 | $67,000 | -9.5% | 2,861 | -21.0% | 0.00% | – |
| Q1 2020 | $74,000 | -94.3% | 3,621 | -91.6% | 0.00% | – |
| Q4 2019 | $1,287,000 | +39.0% | 43,126 | +27.5% | 0.00% | – |
| Q3 2019 | $926,000 | -11.6% | 33,812 | -7.2% | 0.00% | – |
| Q2 2019 | $1,048,000 | -94.4% | 36,451 | -94.6% | 0.00% | -100.0% |
| Q1 2019 | $18,649,000 | +2373.3% | 672,533 | +2203.7% | 0.01% | – |
| Q4 2018 | $754,000 | +1078.1% | 29,193 | +1212.6% | 0.00% | – |
| Q3 2018 | $64,000 | -4.5% | 2,224 | -7.2% | 0.00% | – |
| Q2 2018 | $67,000 | +9.8% | 2,396 | +23.4% | 0.00% | – |
| Q1 2018 | $61,000 | -90.8% | 1,941 | -91.3% | 0.00% | – |
| Q4 2017 | $663,000 | +138.5% | 22,330 | +130.8% | 0.00% | – |
| Q3 2017 | $278,000 | +41.8% | 9,677 | +31.9% | 0.00% | – |
| Q2 2017 | $196,000 | +19500.0% | 7,334 | +16197.8% | 0.00% | – |
| Q4 2016 | $1,000 | -98.6% | 45 | -98.5% | 0.00% | – |
| Q3 2016 | $70,000 | +1300.0% | 2,953 | +1120.2% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 242 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | +66.7% | 242 | +34.4% | 0.00% | – |
| Q4 2015 | $3,000 | -98.8% | 180 | -98.6% | 0.00% | – |
| Q3 2015 | $246,000 | -79.0% | 12,888 | -73.6% | 0.00% | -100.0% |
| Q2 2015 | $1,172,000 | +318.6% | 48,878 | +309.1% | 0.00% | – |
| Q4 2014 | $280,000 | -49.5% | 11,947 | -43.9% | 0.00% | – |
| Q3 2014 | $555,000 | +14.9% | 21,304 | +22.0% | 0.00% | – |
| Q2 2014 | $483,000 | +16.1% | 17,458 | +8.7% | 0.00% | – |
| Q1 2014 | $416,000 | -48.1% | 16,064 | -46.1% | 0.00% | -100.0% |
| Q4 2013 | $801,000 | – | 29,825 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 536,533 | $14,067,886 | 8.40% |
| Unison Advisors LLC | 2,586,657 | $67,822,162 | 7.98% |
| Arlington Financial Advisors, LLC | 689,785 | $18,086,163 | 6.41% |
| Charles Schwab Investment Advisory, Inc. | 119,755,020 | $3,139,976,613 | 4.96% |
| RHS Financial, LLC | 251,241 | $6,587,540 | 4.61% |
| Sebold Capital Management, Inc. | 197,387 | $5,175,498 | 4.23% |
| Pinnacle Wealth Management, LLC | 124,218 | $3,256,996 | 3.95% |
| Seven Springs Wealth Group, LLC | 306,810 | $8,044,559 | 3.86% |
| Prairiewood Capital, LLC | 206,255 | $5,407,999 | 3.51% |
| Kelman-Lazarov, Inc. | 524,250 | $13,745,835 | 3.25% |