SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,008,328 | -7.6% | 191,012 | -5.6% | 0.01% | 0.0% |
| Q2 2023 | $5,417,684 | +9.8% | 202,379 | +6.9% | 0.01% | 0.0% |
| Q1 2023 | $4,932,787 | -10.7% | 189,358 | -15.0% | 0.01% | -12.5% |
| Q4 2022 | $5,521,890 | +7.2% | 222,836 | +1.4% | 0.01% | -11.1% |
| Q3 2022 | $5,150,000 | +14.6% | 219,753 | +26.8% | 0.01% | +12.5% |
| Q2 2022 | $4,493,000 | +3.4% | 173,267 | +15.4% | 0.01% | +14.3% |
| Q1 2022 | $4,345,000 | +59.3% | 150,113 | +70.6% | 0.01% | +75.0% |
| Q4 2021 | $2,728,000 | +16.4% | 87,980 | +21.0% | 0.00% | 0.0% |
| Q3 2021 | $2,344,000 | +408.5% | 72,722 | +407.6% | 0.00% | +300.0% |
| Q2 2021 | $461,000 | +172.8% | 14,328 | +159.3% | 0.00% | – |
| Q1 2021 | $169,000 | +5.0% | 5,525 | -3.0% | 0.00% | – |
| Q4 2020 | $161,000 | +455.2% | 5,696 | +359.7% | 0.00% | – |
| Q3 2020 | $29,000 | +11.5% | 1,239 | +11.8% | 0.00% | – |
| Q2 2020 | $26,000 | +271.4% | 1,108 | +244.1% | 0.00% | – |
| Q1 2020 | $7,000 | -53.3% | 322 | -39.6% | 0.00% | – |
| Q4 2019 | $15,000 | -21.1% | 533 | -19.7% | 0.00% | – |
| Q3 2019 | $19,000 | -47.2% | 664 | -48.1% | 0.00% | – |
| Q2 2019 | $36,000 | +2.9% | 1,280 | +0.6% | 0.00% | – |
| Q1 2019 | $35,000 | +52.2% | 1,272 | +40.9% | 0.00% | – |
| Q4 2018 | $23,000 | -4.2% | 903 | +4.4% | 0.00% | – |
| Q3 2018 | $24,000 | -90.4% | 865 | -90.4% | 0.00% | -100.0% |
| Q2 2018 | $249,000 | +111.0% | 9,016 | +137.8% | 0.00% | 0.0% |
| Q1 2018 | $118,000 | +87.3% | 3,792 | +79.0% | 0.00% | – |
| Q4 2017 | $63,000 | +5.0% | 2,119 | +1.2% | 0.00% | – |
| Q3 2017 | $60,000 | +50.0% | 2,094 | +40.3% | 0.00% | – |
| Q2 2017 | $40,000 | +400.0% | 1,492 | +418.1% | 0.00% | – |
| Q1 2017 | $8,000 | +14.3% | 288 | 0.0% | 0.00% | – |
| Q4 2016 | $7,000 | – | 288 | – | 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% |