SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $62,000 | +3.3% | 2,146 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $60,000 | +9.1% | 2,146 | +0.0% | 0.01% | 0.0% |
Q4 2018 | $55,000 | -53.4% | 2,145 | -47.5% | 0.01% | -47.1% |
Q3 2018 | $118,000 | +4.4% | 4,084 | 0.0% | 0.02% | -5.6% |
Q2 2018 | $113,000 | -11.0% | 4,084 | 0.0% | 0.02% | -18.2% |
Q1 2018 | $127,000 | +5.0% | 4,084 | +0.0% | 0.02% | +15.8% |
Q4 2017 | $121,000 | – | 4,082 | – | 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% |