CAPTRUST FINANCIAL ADVISORS - SCHWAB STRATEGIC TR ownership

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
CAPTRUST FINANCIAL ADVISORS ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$215,000
-48.4%
9,184
-42.9%
0.00%
-66.7%
Q2 2022$417,000
+1.5%
16,076
+13.2%
0.00%0.0%
Q1 2022$411,000
-44.8%
14,201
-40.8%
0.00%
-40.0%
Q4 2021$744,000
+139.2%
24,004
+148.9%
0.01%
+66.7%
Q3 2021$311,000
-4.9%
9,645
-4.8%
0.00%0.0%
Q2 2021$327,000
+13.9%
10,132
+8.5%
0.00%0.0%
Q1 2021$287,000
+328.4%
9,336
+295.4%
0.00%
+200.0%
Q4 2020$67,000
+346.7%
2,361
+270.6%
0.00%
Q3 2020$15,000
-28.6%
637
-27.8%
0.00%
Q2 2020$21,000
+162.5%
882
+197.0%
0.00%
Q3 2019$8,000
-11.1%
2970.0%0.00%
Q2 2019$9,000
+12.5%
2970.0%0.00%
Q1 2019$8,0000.0%2970.0%0.00%
Q4 2018$8,0002970.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 536,533$14,067,8868.40%
Unison Advisors LLC 2,586,657$67,822,1627.98%
Arlington Financial Advisors, LLC 689,785$18,086,1636.41%
Charles Schwab Investment Advisory, Inc. 119,755,020$3,139,976,6134.96%
RHS Financial, LLC 251,241$6,587,5404.61%
Sebold Capital Management, Inc. 197,387$5,175,4984.23%
Pinnacle Wealth Management, LLC 124,218$3,256,9963.95%
Seven Springs Wealth Group, LLC 306,810$8,044,5593.86%
Prairiewood Capital, LLC 206,255$5,407,9993.51%
Kelman-Lazarov, Inc. 524,250$13,745,8353.25%
View complete list of SCHWAB STRATEGIC TR shareholders