SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239,923 | +17.0% | 8,962 | +26.4% | 0.04% | +24.1% |
| Q1 2022 | $205,000 | -26.3% | 7,091 | -20.9% | 0.03% | -23.7% |
| Q4 2021 | $278,000 | +30.5% | 8,964 | +35.9% | 0.04% | +22.6% |
| Q3 2021 | $213,000 | -9.0% | 6,597 | -9.0% | 0.03% | -8.8% |
| Q2 2021 | $234,000 | +12.0% | 7,247 | -2.0% | 0.03% | -12.8% |
| Q4 2020 | $209,000 | -13.3% | 7,393 | -27.3% | 0.04% | -26.4% |
| Q3 2020 | $241,000 | -33.2% | 10,169 | -34.0% | 0.05% | -36.1% |
| Q2 2020 | $361,000 | -59.7% | 15,409 | -64.6% | 0.08% | -66.1% |
| Q1 2020 | $896,000 | -43.5% | 43,584 | -17.9% | 0.24% | -28.4% |
| Q4 2019 | $1,585,000 | +10.5% | 53,111 | +1.4% | 0.34% | +2.1% |
| Q3 2019 | $1,434,000 | -10.0% | 52,377 | -5.5% | 0.34% | +12.8% |
| Q2 2019 | $1,594,000 | +3.6% | 55,449 | -0.0% | 0.30% | +13.4% |
| Q1 2019 | $1,538,000 | +4.2% | 55,475 | -2.9% | 0.26% | -7.4% |
| Q4 2018 | $1,476,000 | -21.4% | 57,140 | -12.3% | 0.28% | -7.5% |
| Q3 2018 | $1,879,000 | +1.7% | 65,188 | -2.3% | 0.31% | -7.3% |
| Q2 2018 | $1,847,000 | -5.1% | 66,740 | +7.0% | 0.33% | -13.2% |
| Q1 2018 | $1,946,000 | +13.6% | 62,393 | +8.1% | 0.38% | +32.9% |
| Q4 2017 | $1,713,000 | +12.3% | 57,737 | +8.4% | 0.29% | +5.1% |
| Q3 2017 | $1,526,000 | +12.2% | 53,242 | +4.2% | 0.27% | +11.5% |
| Q2 2017 | $1,360,000 | +32.0% | 51,080 | +31.1% | 0.24% | +33.3% |
| Q1 2017 | $1,030,000 | +30.9% | 38,975 | +18.4% | 0.18% | -1.1% |
| Q4 2016 | $787,000 | -8.7% | 32,927 | -9.3% | 0.18% | -19.9% |
| Q3 2016 | $862,000 | +7.9% | 36,309 | -3.0% | 0.23% | +2.7% |
| Q2 2016 | $799,000 | -5.9% | 37,428 | -8.6% | 0.22% | -25.7% |
| Q1 2016 | $849,000 | +2.7% | 40,960 | -9.2% | 0.30% | -8.5% |
| Q4 2015 | $827,000 | -35.3% | 45,134 | -32.8% | 0.33% | -38.7% |
| Q3 2015 | $1,279,000 | -27.9% | 67,157 | -9.3% | 0.54% | -15.4% |
| Q2 2015 | $1,775,000 | +1023.4% | 74,015 | +1001.7% | 0.64% | +945.9% |
| Q1 2015 | $158,000 | – | 6,718 | – | 0.06% | – |
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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% |