SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,293,550 | -15.5% | 545,139 | -13.7% | 0.01% | 0.0% |
| Q2 2023 | $16,909,480 | -3.2% | 631,658 | -5.8% | 0.01% | -12.5% |
| Q1 2023 | $17,467,606 | +19.2% | 670,542 | +13.4% | 0.01% | 0.0% |
| Q4 2022 | $14,650,931 | +3.9% | 591,240 | -1.7% | 0.01% | 0.0% |
| Q3 2022 | $14,105,000 | -1.8% | 601,754 | +8.6% | 0.01% | 0.0% |
| Q2 2022 | $14,366,000 | -43.4% | 554,027 | -36.9% | 0.01% | -38.5% |
| Q1 2022 | $25,403,000 | -11.7% | 877,470 | -5.5% | 0.01% | -7.1% |
| Q4 2021 | $28,765,000 | -2.5% | 928,199 | +1.4% | 0.01% | -12.5% |
| Q3 2021 | $29,517,000 | +2.6% | 915,817 | +2.7% | 0.02% | 0.0% |
| Q2 2021 | $28,771,000 | +14.0% | 892,117 | +8.7% | 0.02% | 0.0% |
| Q1 2021 | $25,248,000 | +13.3% | 821,081 | +4.1% | 0.02% | -5.9% |
| Q4 2020 | $22,286,000 | +15.5% | 788,609 | -3.1% | 0.02% | 0.0% |
| Q3 2020 | $19,301,000 | -0.3% | 813,713 | -1.6% | 0.02% | -10.5% |
| Q2 2020 | $19,357,000 | -0.8% | 826,875 | -12.9% | 0.02% | -17.4% |
| Q1 2020 | $19,512,000 | -18.8% | 949,048 | +17.9% | 0.02% | -8.0% |
| Q4 2019 | $24,025,000 | -14.4% | 805,131 | -21.5% | 0.02% | -19.4% |
| Q3 2019 | $28,081,000 | +31.1% | 1,025,585 | +37.6% | 0.03% | +14.8% |
| Q2 2019 | $21,419,000 | +10.5% | 745,260 | +6.6% | 0.03% | 0.0% |
| Q1 2019 | $19,378,000 | +14.9% | 698,795 | +7.0% | 0.03% | +3.8% |
| Q4 2018 | $16,868,000 | +22.1% | 653,024 | +36.3% | 0.03% | +8.3% |
| Q3 2018 | $13,810,000 | – | 479,171 | – | 0.02% | – |
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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% |