SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,679 | -2.1% | 3,077 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $82,371 | +2.8% | 3,077 | 0.0% | 0.05% | -5.4% |
| Q1 2023 | $80,156 | +3.4% | 3,077 | -1.6% | 0.06% | -11.1% |
| Q4 2022 | $77,512 | +33.6% | 3,128 | +25.5% | 0.06% | +5.0% |
| Q3 2022 | $58,000 | -10.8% | 2,493 | -1.0% | 0.06% | -3.2% |
| Q2 2022 | $65,000 | -16.7% | 2,519 | -6.6% | 0.06% | -4.6% |
| Q1 2022 | $78,000 | -2.5% | 2,697 | +4.1% | 0.06% | -3.0% |
| Q4 2021 | $80,000 | – | 2,591 | – | 0.07% | – |
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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% |