SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $656,000 | -16.6% | 22,072 | -23.2% | 0.00% | -20.0% |
| Q3 2019 | $787,000 | +18.3% | 28,726 | +24.3% | 0.01% | 0.0% |
| Q2 2019 | $665,000 | 0.0% | 23,116 | -3.5% | 0.01% | 0.0% |
| Q1 2019 | $665,000 | +48.8% | 23,959 | +38.4% | 0.01% | +25.0% |
| Q4 2018 | $447,000 | -18.0% | 17,308 | -8.5% | 0.00% | -20.0% |
| Q3 2018 | $545,000 | +7.7% | 18,922 | +16.6% | 0.01% | 0.0% |
| Q2 2018 | $506,000 | 0.0% | 16,222 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $506,000 | +39.0% | 16,222 | +32.4% | 0.01% | +66.7% |
| Q4 2017 | $364,000 | +51.0% | 12,249 | +45.7% | 0.00% | 0.0% |
| Q3 2017 | $241,000 | +59.6% | 8,407 | +48.0% | 0.00% | +50.0% |
| Q2 2017 | $151,000 | +96.1% | 5,680 | +97.8% | 0.00% | +100.0% |
| Q1 2017 | $77,000 | +165.5% | 2,871 | +139.4% | 0.00% | – |
| Q4 2016 | $29,000 | +3.6% | 1,199 | 0.0% | 0.00% | – |
| Q3 2016 | $28,000 | +7.7% | 1,199 | 0.0% | 0.00% | – |
| Q2 2016 | $26,000 | +4.0% | 1,199 | 0.0% | 0.00% | – |
| Q1 2016 | $25,000 | +13.6% | 1,199 | 0.0% | 0.00% | – |
| Q4 2015 | $22,000 | -51.1% | 1,199 | -49.6% | 0.00% | -100.0% |
| Q3 2015 | $45,000 | -8.2% | 2,381 | +16.7% | 0.00% | 0.0% |
| Q2 2015 | $49,000 | +75.0% | 2,041 | +70.2% | 0.00% | 0.0% |
| Q1 2015 | $28,000 | +75.0% | 1,199 | +71.5% | 0.00% | – |
| Q4 2014 | $16,000 | – | 699 | – | 0.00% | – |
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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% |