SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,008,000 | +20.0% | 43,062 | +5.4% | 0.47% | +23.6% |
| Q1 2020 | $840,000 | -35.4% | 40,854 | -6.2% | 0.38% | +6.1% |
| Q4 2019 | $1,300,000 | +22.8% | 43,567 | +12.6% | 0.36% | +83.7% |
| Q3 2019 | $1,059,000 | +15.4% | 38,681 | +21.1% | 0.20% | +20.2% |
| Q2 2019 | $918,000 | +9.0% | 31,938 | +5.1% | 0.16% | +11.6% |
| Q1 2019 | $842,000 | +38.7% | 30,377 | +29.3% | 0.15% | +17.7% |
| Q4 2018 | $607,000 | -4.4% | 23,494 | +6.6% | 0.12% | -10.1% |
| Q3 2018 | $635,000 | +3.4% | 22,042 | -0.7% | 0.14% | -0.7% |
| Q2 2018 | $614,000 | – | 22,199 | – | 0.14% | – |
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% |