SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,251 | -2.6% | 352,806 | -0.5% | 1.42% | 0.0% |
| Q2 2023 | $9,497 | +3.0% | 354,751 | +0.2% | 1.42% | -2.6% |
| Q1 2023 | $9,222 | +6.1% | 354,007 | +0.9% | 1.46% | -0.7% |
| Q4 2022 | $8,691 | -99.9% | 350,725 | +1.6% | 1.47% | +7.1% |
| Q3 2022 | $8,092,000 | -10.7% | 345,223 | -1.2% | 1.37% | -4.7% |
| Q2 2022 | $9,057,000 | -4.6% | 349,305 | +6.5% | 1.44% | +12.4% |
| Q1 2022 | $9,493,000 | -7.4% | 327,910 | -0.8% | 1.28% | -1.6% |
| Q4 2021 | $10,247,000 | -4.3% | 330,642 | -0.5% | 1.30% | -9.6% |
| Q3 2021 | $10,708,000 | +0.7% | 332,228 | +0.7% | 1.44% | +1.1% |
| Q2 2021 | $10,637,000 | +5.9% | 329,825 | +1.0% | 1.42% | +0.3% |
| Q1 2021 | $10,040,000 | +6.8% | 326,493 | -1.9% | 1.42% | -1.9% |
| Q4 2020 | $9,402,000 | +22.2% | 332,685 | +2.6% | 1.44% | +3.2% |
| Q3 2020 | $7,694,000 | -1.5% | 324,373 | -2.8% | 1.40% | -10.2% |
| Q2 2020 | $7,813,000 | +23.5% | 333,772 | +8.4% | 1.56% | +3.0% |
| Q1 2020 | $6,328,000 | -28.0% | 307,791 | +4.6% | 1.51% | -10.9% |
| Q4 2019 | $8,784,000 | +9.9% | 294,361 | +0.9% | 1.70% | +0.5% |
| Q3 2019 | $7,991,000 | -6.1% | 291,873 | -1.4% | 1.69% | -6.0% |
| Q2 2019 | $8,511,000 | +4.0% | 296,121 | +0.4% | 1.80% | -0.2% |
| Q1 2019 | $8,182,000 | +9.8% | 295,059 | +2.3% | 1.80% | -1.1% |
| Q4 2018 | $7,449,000 | -17.4% | 288,392 | -7.8% | 1.82% | -5.9% |
| Q3 2018 | $9,018,000 | +8.4% | 312,913 | +4.1% | 1.93% | +4.3% |
| Q2 2018 | $8,323,000 | -6.4% | 300,678 | +5.5% | 1.86% | -6.7% |
| Q1 2018 | $8,893,000 | +6.2% | 285,132 | +1.0% | 1.99% | +9.8% |
| Q4 2017 | $8,372,000 | +5.3% | 282,185 | +1.7% | 1.81% | +1.4% |
| Q3 2017 | $7,953,000 | +11.7% | 277,506 | +3.7% | 1.78% | +7.9% |
| Q2 2017 | $7,121,000 | +28.4% | 267,496 | +27.5% | 1.66% | +21.3% |
| Q1 2017 | $5,544,000 | +32.5% | 209,786 | +19.8% | 1.36% | +20.4% |
| Q4 2016 | $4,185,000 | +28.9% | 175,124 | +28.0% | 1.13% | +35.7% |
| Q3 2016 | $3,246,000 | +13.7% | 136,778 | +2.2% | 0.84% | +11.0% |
| Q2 2016 | $2,856,000 | +7.1% | 133,847 | +4.1% | 0.75% | +1.3% |
| Q1 2016 | $2,666,000 | +279.2% | 128,629 | +235.5% | 0.74% | +312.2% |
| Q4 2015 | $703,000 | +24.9% | 38,341 | +29.8% | 0.18% | +16.1% |
| Q3 2015 | $563,000 | +5.2% | 29,536 | +32.4% | 0.16% | +19.2% |
| Q2 2015 | $535,000 | – | 22,309 | – | 0.13% | – |
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% |