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 | $40,510 | +188.2% | 1,545 | +194.3% | 0.01% | +300.0% |
| Q2 2023 | $14,055 | +26.9% | 525 | +23.5% | 0.00% | 0.0% |
| Q1 2023 | $11,072 | -33.8% | 425 | -37.0% | 0.00% | -33.3% |
| Q4 2022 | $16,726 | +85.8% | 675 | +80.0% | 0.00% | +50.0% |
| Q3 2022 | $9,000 | +80.0% | 375 | +85.6% | 0.00% | +100.0% |
| Q2 2022 | $5,000 | -16.7% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -100.0% | 202 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $40,678,000 | +7.6% | 1,312,626 | +12.0% | 7.64% | -2.3% |
| Q3 2021 | $37,788,000 | +5.3% | 1,172,447 | +5.3% | 7.82% | +2.7% |
| Q2 2021 | $35,899,000 | +25.7% | 1,113,155 | +19.9% | 7.61% | +12.4% |
| Q1 2021 | $28,560,000 | +34.1% | 928,771 | +23.3% | 6.77% | +22.6% |
| Q4 2020 | $21,293,000 | +15.7% | 753,473 | -2.9% | 5.52% | +7.4% |
| Q3 2020 | $18,409,000 | -4.6% | 776,087 | -5.8% | 5.14% | -4.0% |
| Q2 2020 | $19,294,000 | -8.3% | 824,160 | -19.4% | 5.36% | -23.2% |
| Q1 2020 | $21,032,000 | -26.1% | 1,022,941 | +7.2% | 6.98% | +13.4% |
| Q4 2019 | $28,467,000 | +142.6% | 953,979 | +122.6% | 6.15% | +133.0% |
| Q3 2019 | $11,733,000 | +167514.3% | 428,512 | +187843.9% | 2.64% | +131850.0% |
| Q2 2019 | $7,000 | +16.7% | 228 | 0.0% | 0.00% | +100.0% |
| Q1 2019 | $6,000 | – | 228 | – | 0.00% | – |
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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% |