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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,998 | -2.8% | 305,269 | -0.6% | 0.68% | -3.0% |
| Q2 2023 | $8,230 | +2.3% | 307,231 | -0.5% | 0.70% | -5.9% |
| Q1 2023 | $8,048 | +5.0% | 308,644 | -0.4% | 0.75% | -4.1% |
| Q4 2022 | $7,668 | -99.9% | 309,913 | +2.3% | 0.78% | -0.1% |
| Q3 2022 | $7,094,000 | -24.7% | 302,946 | -6.8% | 0.78% | -25.7% |
| Q1 2022 | $9,415,000 | +0.7% | 325,145 | +7.8% | 1.05% | -6.8% |
| Q4 2021 | $9,351,000 | -0.2% | 301,692 | +3.9% | 1.13% | -8.8% |
| Q3 2021 | $9,368,000 | +2.2% | 290,228 | +2.2% | 1.24% | -9.5% |
| Q2 2021 | $9,164,000 | +29.1% | 283,885 | +23.0% | 1.36% | -14.9% |
| Q1 2021 | $7,099,000 | -6.8% | 230,722 | -14.3% | 1.60% | +5.6% |
| Q4 2020 | $7,617,000 | +34.0% | 269,078 | +12.1% | 1.52% | +21.1% |
| Q3 2020 | $5,686,000 | +15.8% | 240,134 | +14.2% | 1.25% | -6.3% |
| Q2 2020 | $4,912,000 | +9.9% | 210,211 | -3.3% | 1.34% | +0.6% |
| Q1 2020 | $4,471,000 | +44.4% | 217,456 | +110.1% | 1.33% | +52.0% |
| Q4 2019 | $3,097,000 | +22.1% | 103,523 | +11.8% | 0.88% | +3.7% |
| Q3 2019 | $2,537,000 | -0.3% | 92,606 | +4.5% | 0.84% | +2.8% |
| Q2 2019 | $2,545,000 | +3.9% | 88,627 | +0.3% | 0.82% | -3.6% |
| Q1 2019 | $2,449,000 | +7.3% | 88,344 | -0.3% | 0.85% | -9.1% |
| Q4 2018 | $2,283,000 | -8.8% | 88,578 | +1.8% | 0.94% | -0.4% |
| Q3 2018 | $2,504,000 | +3.1% | 87,034 | -0.8% | 0.94% | +13.5% |
| Q2 2018 | $2,428,000 | -13.0% | 87,713 | -1.9% | 0.83% | -40.1% |
| Q1 2018 | $2,790,000 | +3.0% | 89,426 | -2.1% | 1.38% | +26.9% |
| Q4 2017 | $2,709,000 | +8.9% | 91,336 | +5.2% | 1.09% | -9.0% |
| Q3 2017 | $2,488,000 | +2.9% | 86,828 | -4.3% | 1.20% | -1.5% |
| Q2 2017 | $2,419,000 | -1.5% | 90,765 | -2.2% | 1.22% | -8.3% |
| Q1 2017 | $2,457,000 | +10.8% | 92,788 | -0.0% | 1.33% | +3.2% |
| Q4 2016 | $2,217,000 | +4.0% | 92,804 | +3.4% | 1.29% | -4.5% |
| Q3 2016 | $2,131,000 | +10.0% | 89,781 | -1.0% | 1.35% | 0.0% |
| Q2 2016 | $1,937,000 | -1.2% | 90,726 | -4.1% | 1.35% | -6.7% |
| Q1 2016 | $1,961,000 | +74.5% | 94,621 | +54.4% | 1.44% | +95.4% |
| Q4 2015 | $1,124,000 | – | 61,299 | – | 0.74% | – |
Download | ||||||
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% |