SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,281,000 | +25.3% | 49,208 | +28.5% | 0.00% | 0.0% |
| Q2 2023 | $1,022,000 | +10.5% | 38,283 | +6.8% | 0.00% | 0.0% |
| Q1 2023 | $925,000 | -9.0% | 35,845 | -13.1% | 0.00% | 0.0% |
| Q4 2022 | $1,017,000 | +90.1% | 41,263 | +79.9% | 0.00% | +100.0% |
| Q3 2022 | $535,000 | -5.6% | 22,935 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $567,000 | -4.7% | 22,041 | +6.8% | 0.00% | 0.0% |
| Q1 2022 | $595,000 | +17.8% | 20,633 | +26.0% | 0.00% | 0.0% |
| Q4 2021 | $505,000 | -3.3% | 16,375 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $522,000 | +53.5% | 16,292 | +53.7% | 0.00% | 0.0% |
| Q2 2021 | $340,000 | -10.1% | 10,601 | -13.8% | 0.00% | 0.0% |
| Q1 2021 | $378,000 | +37.5% | 12,303 | +25.4% | 0.00% | 0.0% |
| Q4 2020 | $275,000 | +33.5% | 9,808 | +39.2% | 0.00% | 0.0% |
| Q4 2019 | $206,000 | -41.3% | 7,046 | -42.9% | 0.00% | -50.0% |
| Q2 2019 | $351,000 | – | 12,335 | – | 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% |