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 2022 | $1,819,000 | +734.4% | 77,586 | +822.8% | 0.29% | +835.5% |
| Q2 2022 | $218,000 | -93.9% | 8,408 | -93.2% | 0.03% | -93.0% |
| Q1 2022 | $3,556,000 | -9.9% | 122,835 | -3.5% | 0.44% | -17.2% |
| Q4 2021 | $3,946,000 | -5.7% | 127,317 | -1.9% | 0.53% | -10.6% |
| Q3 2021 | $4,184,000 | +2.4% | 129,817 | +2.5% | 0.60% | +4.9% |
| Q2 2021 | $4,084,000 | +70.7% | 126,645 | +62.8% | 0.57% | +50.9% |
| Q1 2021 | $2,392,000 | +22.0% | 77,796 | +12.1% | 0.38% | +10.6% |
| Q4 2020 | $1,961,000 | -25.7% | 69,391 | -37.6% | 0.34% | -36.7% |
| Q3 2020 | $2,638,000 | +8.8% | 111,206 | +7.4% | 0.54% | +0.7% |
| Q2 2020 | $2,424,000 | +13.9% | 103,531 | 0.0% | 0.54% | +11.7% |
| Q1 2020 | $2,129,000 | +83.1% | 103,531 | +165.6% | 0.48% | +150.8% |
| Q4 2019 | $1,163,000 | – | 38,976 | – | 0.19% | – |
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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% |