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 | $7,876,768 | +9.7% | 300,411 | +12.0% | 0.01% | +7.7% |
| Q2 2023 | $7,181,598 | +12.7% | 268,270 | +9.7% | 0.01% | +8.3% |
| Q1 2023 | $6,370,116 | +3.7% | 244,534 | -1.4% | 0.01% | 0.0% |
| Q4 2022 | $6,143,871 | +17.4% | 247,935 | +11.1% | 0.01% | 0.0% |
| Q3 2022 | $5,233,000 | +26.1% | 223,262 | +39.5% | 0.01% | +33.3% |
| Q2 2022 | $4,149,000 | +4.9% | 160,000 | +17.1% | 0.01% | +28.6% |
| Q1 2022 | $3,954,000 | +8.2% | 136,579 | +15.9% | 0.01% | 0.0% |
| Q4 2021 | $3,653,000 | +2.5% | 117,889 | +6.6% | 0.01% | 0.0% |
| Q3 2021 | $3,565,000 | +8.5% | 110,624 | +8.5% | 0.01% | 0.0% |
| Q2 2021 | $3,287,000 | +22.1% | 101,933 | +16.5% | 0.01% | +16.7% |
| Q1 2021 | $2,691,000 | -71.0% | 87,503 | -73.4% | 0.01% | -73.9% |
| Q4 2020 | $9,292,000 | +23.3% | 328,814 | +3.5% | 0.02% | +4.5% |
| Q3 2020 | $7,537,000 | +10.9% | 317,750 | +9.4% | 0.02% | 0.0% |
| Q2 2020 | $6,799,000 | +23.8% | 290,453 | +8.7% | 0.02% | -8.3% |
| Q1 2020 | $5,494,000 | +19.3% | 267,223 | +73.1% | 0.02% | +60.0% |
| Q4 2019 | $4,606,000 | +21.5% | 154,373 | +11.5% | 0.02% | +7.1% |
| Q3 2019 | $3,791,000 | +2.7% | 138,440 | +7.8% | 0.01% | 0.0% |
| Q2 2019 | $3,691,000 | +1540.4% | 128,439 | +1542.2% | 0.01% | +1300.0% |
| Q3 2018 | $225,000 | – | 7,821 | – | 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% |