SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,781 | -1.4% | 1,402,795 | +0.7% | 3.02% | +4.4% |
| Q2 2023 | $37,296 | +3.3% | 1,393,191 | +0.6% | 2.89% | -1.6% |
| Q1 2023 | $36,093 | +5.4% | 1,385,533 | +0.3% | 2.94% | +0.5% |
| Q4 2022 | $34,241 | -99.9% | 1,381,791 | -9.0% | 2.92% | -13.5% |
| Q3 2022 | $35,608,000 | -7.7% | 1,519,133 | +2.2% | 3.38% | -0.2% |
| Q2 2022 | $38,558,000 | -1.3% | 1,487,004 | +10.2% | 3.39% | +10.6% |
| Q1 2022 | $39,064,000 | +0.1% | 1,349,364 | +7.2% | 3.06% | +0.9% |
| Q4 2021 | $39,008,000 | +3.8% | 1,258,720 | +7.9% | 3.04% | -3.0% |
| Q3 2021 | $37,584,000 | +5.0% | 1,166,109 | +5.1% | 3.13% | +4.4% |
| Q2 2021 | $35,783,000 | +8.4% | 1,109,558 | +3.4% | 3.00% | +8.9% |
| Q1 2021 | $33,009,000 | +13.5% | 1,073,457 | +4.3% | 2.75% | -2.0% |
| Q4 2020 | $29,077,000 | +20.7% | 1,028,916 | +1.3% | 2.81% | -1.1% |
| Q3 2020 | $24,096,000 | +0.8% | 1,015,848 | -0.5% | 2.84% | -5.0% |
| Q2 2020 | $23,894,000 | +22.3% | 1,020,660 | +7.4% | 2.99% | +2.6% |
| Q1 2020 | $19,534,000 | +3.3% | 950,117 | +50.0% | 2.91% | +23.1% |
| Q4 2019 | $18,905,000 | +10.5% | 633,549 | +1.4% | 2.37% | +1.6% |
| Q3 2019 | $17,102,000 | +1.9% | 624,619 | +7.0% | 2.33% | -0.9% |
| Q2 2019 | $16,775,000 | +8.7% | 583,686 | +4.9% | 2.35% | +5.7% |
| Q1 2019 | $15,436,000 | +10.9% | 556,636 | +3.3% | 2.22% | -0.1% |
| Q4 2018 | $13,915,000 | -4.9% | 538,712 | +6.1% | 2.23% | +1.4% |
| Q3 2018 | $14,639,000 | +8.7% | 507,934 | +4.4% | 2.20% | +2.3% |
| Q2 2018 | $13,465,000 | -8.1% | 486,437 | +3.5% | 2.15% | -10.1% |
| Q1 2018 | $14,657,000 | -11.4% | 469,940 | -15.7% | 2.39% | -9.7% |
| Q4 2017 | $16,547,000 | +1.9% | 557,699 | -1.6% | 2.64% | -5.4% |
| Q3 2017 | $16,238,000 | +3.4% | 566,580 | -3.9% | 2.80% | +0.8% |
| Q2 2017 | $15,697,000 | +1.3% | 589,675 | +0.6% | 2.77% | -1.8% |
| Q1 2017 | $15,493,000 | +10.9% | 586,208 | +0.3% | 2.82% | +5.7% |
| Q4 2016 | $13,968,000 | +6.7% | 584,418 | +6.0% | 2.67% | +5.8% |
| Q3 2016 | $13,089,000 | +5.7% | 551,596 | -5.0% | 2.53% | +3.3% |
| Q2 2016 | $12,386,000 | +3.2% | 580,522 | +0.3% | 2.45% | +0.7% |
| Q1 2016 | $11,998,000 | +18.1% | 578,769 | +4.4% | 2.43% | +12.7% |
| Q4 2015 | $10,163,000 | +21.5% | 554,450 | +26.1% | 2.16% | +13.2% |
| Q3 2015 | $8,367,000 | -37.8% | 439,781 | -21.7% | 1.90% | -35.6% |
| Q2 2015 | $13,462,000 | +1.1% | 561,391 | -0.6% | 2.96% | +1.1% |
| Q1 2015 | $13,313,000 | +7.3% | 564,813 | +6.6% | 2.92% | +4.0% |
| Q4 2014 | $12,412,000 | +5273.2% | 529,972 | +5883.0% | 2.81% | +5105.6% |
| Q3 2014 | $231,000 | – | 8,858 | – | 0.05% | – |
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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% |