SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,660,988 | +36.4% | 406,598 | +39.2% | 0.01% | +50.0% |
| Q2 2023 | $7,816,735 | -0.3% | 291,996 | -3.0% | 0.01% | -14.3% |
| Q1 2023 | $7,837,824 | +19.2% | 300,876 | +13.4% | 0.01% | +16.7% |
| Q4 2022 | $6,576,938 | -1.6% | 265,413 | -6.9% | 0.01% | -14.3% |
| Q3 2022 | $6,681,000 | -8.4% | 285,045 | +1.3% | 0.01% | 0.0% |
| Q2 2022 | $7,293,000 | -12.9% | 281,276 | -2.7% | 0.01% | 0.0% |
| Q1 2022 | $8,370,000 | +11.6% | 289,121 | +19.4% | 0.01% | +16.7% |
| Q4 2021 | $7,503,000 | +3596.1% | 242,118 | +3456.9% | 0.01% | – |
| Q4 2019 | $203,000 | +1.0% | 6,807 | -2.6% | 0.00% | – |
| Q2 2019 | $201,000 | -30.7% | 6,988 | -33.1% | 0.00% | – |
| Q1 2019 | $290,000 | -37.9% | 10,450 | -38.0% | 0.00% | -100.0% |
| Q2 2018 | $467,000 | -5.5% | 16,859 | +6.5% | 0.00% | 0.0% |
| Q1 2018 | $494,000 | -68.4% | 15,830 | -69.9% | 0.00% | -66.7% |
| Q4 2017 | $1,562,000 | +5.5% | 52,634 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $1,480,000 | +45.5% | 51,632 | +35.2% | 0.00% | +50.0% |
| Q2 2017 | $1,017,000 | +14.5% | 38,192 | +13.7% | 0.00% | 0.0% |
| Q1 2017 | $888,000 | – | 33,583 | – | 0.00% | – |
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% |