SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 149 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $320 | -3.9% | 11,944 | -6.7% | 0.01% | -16.7% |
Q1 2023 | $333 | -99.9% | 12,797 | +3.9% | 0.01% | +20.0% |
Q4 2022 | $305,000 | -99.9% | 12,322 | +10.8% | 0.01% | 0.0% |
Q3 2022 | $261,000,000 | +108198.8% | 11,122 | +19.9% | 0.01% | 0.0% |
Q2 2022 | $241,000 | -16.3% | 9,279 | -6.7% | 0.01% | 0.0% |
Q1 2022 | $288,000 | -99.9% | 9,941 | -1.2% | 0.01% | -16.7% |
Q4 2021 | $312,000,000 | +105662.7% | 10,061 | +9.9% | 0.01% | 0.0% |
Q3 2021 | $295,000 | +3.1% | 9,155 | +3.4% | 0.01% | 0.0% |
Q2 2021 | $286,000 | +6.3% | 8,857 | +1.1% | 0.01% | -14.3% |
Q1 2021 | $269,000 | -2.9% | 8,757 | -10.7% | 0.01% | -12.5% |
Q4 2020 | $277,000 | +18.4% | 9,801 | -0.7% | 0.01% | 0.0% |
Q3 2020 | $234,000 | +2.2% | 9,875 | +0.7% | 0.01% | -11.1% |
Q2 2020 | $229,000 | -14.2% | 9,803 | +9.6% | 0.01% | -18.2% |
Q4 2019 | $267,000 | -13.3% | 8,947 | -20.5% | 0.01% | -26.7% |
Q3 2019 | $308,000 | -14.7% | 11,257 | -11.7% | 0.02% | -25.0% |
Q1 2019 | $361,000 | – | 12,748 | – | 0.02% | – |
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% |