SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $808,000 | +32.2% | 34,059 | +30.5% | 0.27% | +22.9% |
| Q2 2020 | $611,000 | -34.1% | 26,092 | -42.1% | 0.22% | -48.1% |
| Q1 2020 | $927,000 | -56.3% | 45,067 | -36.7% | 0.43% | -49.2% |
| Q4 2019 | $2,123,000 | +4.1% | 71,154 | -4.4% | 0.85% | -12.4% |
| Q3 2019 | $2,039,000 | -6.2% | 74,458 | -1.5% | 0.97% | -3.9% |
| Q2 2019 | $2,173,000 | +26.2% | 75,609 | +21.7% | 1.00% | +25.8% |
| Q1 2019 | $1,722,000 | +25.8% | 62,116 | +17.2% | 0.80% | +18.4% |
| Q4 2018 | $1,369,000 | +475.2% | 52,992 | +541.4% | 0.68% | +440.0% |
| Q3 2018 | $238,000 | +88.9% | 8,262 | +82.1% | 0.12% | +95.3% |
| Q2 2018 | $126,000 | – | 4,537 | – | 0.06% | – |
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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% |