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 | $4,116,729 | -37.1% | 157,007 | -35.8% | 0.00% | -40.0% |
| Q2 2023 | $6,548,810 | -17.8% | 244,632 | -20.0% | 0.01% | -16.7% |
| Q1 2023 | $7,962,613 | +41.2% | 305,667 | +34.3% | 0.01% | +20.0% |
| Q4 2022 | $5,639,370 | +4.5% | 227,577 | -1.1% | 0.01% | 0.0% |
| Q3 2022 | $5,396,000 | -13.3% | 230,212 | -4.1% | 0.01% | -16.7% |
| Q2 2022 | $6,223,000 | -32.3% | 239,975 | -24.5% | 0.01% | -25.0% |
| Q1 2022 | $9,196,000 | -12.7% | 317,643 | -6.6% | 0.01% | -11.1% |
| Q4 2021 | $10,535,000 | -8.4% | 339,961 | -4.8% | 0.01% | -18.2% |
| Q3 2021 | $11,507,000 | +9.7% | 357,032 | +9.7% | 0.01% | 0.0% |
| Q2 2021 | $10,494,000 | +20.6% | 325,384 | +15.0% | 0.01% | +10.0% |
| Q1 2021 | $8,699,000 | +8.8% | 282,897 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $7,993,000 | +20.1% | 282,835 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $6,656,000 | +4.7% | 280,595 | +3.3% | 0.01% | -9.1% |
| Q2 2020 | $6,360,000 | -14.9% | 271,674 | -25.3% | 0.01% | -31.2% |
| Q1 2020 | $7,474,000 | -28.4% | 363,506 | +3.9% | 0.02% | -15.8% |
| Q4 2019 | $10,437,000 | -4.0% | 349,780 | -11.9% | 0.02% | -13.6% |
| Q3 2019 | $10,869,000 | -4.5% | 396,978 | +0.2% | 0.02% | -8.3% |
| Q2 2019 | $11,384,000 | -1.9% | 396,086 | -5.3% | 0.02% | -7.7% |
| Q1 2019 | $11,600,000 | +25.0% | 418,336 | +16.4% | 0.03% | +4.0% |
| Q4 2018 | $9,282,000 | -14.5% | 359,362 | -4.6% | 0.02% | -3.8% |
| Q3 2018 | $10,860,000 | +5.7% | 376,832 | +1.5% | 0.03% | -3.7% |
| Q2 2018 | $10,277,000 | -15.9% | 371,293 | -5.2% | 0.03% | -20.6% |
| Q1 2018 | $12,221,000 | +757.6% | 391,825 | +716.1% | 0.03% | +750.0% |
| Q4 2017 | $1,425,000 | +9.4% | 48,012 | +5.6% | 0.00% | -20.0% |
| Q3 2017 | $1,303,000 | -5.3% | 45,474 | -12.1% | 0.01% | 0.0% |
| Q2 2017 | $1,376,000 | -32.0% | 51,705 | -32.2% | 0.01% | -64.3% |
| Q1 2017 | $2,025,000 | +66.1% | 76,317 | +52.1% | 0.01% | +55.6% |
| Q4 2016 | $1,219,000 | – | 50,168 | – | 0.01% | – |
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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% |