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 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% | 297 | 0.0% | 0.00% | – |
Q2 2019 | $9,000 | +12.5% | 297 | 0.0% | 0.00% | – |
Q1 2019 | $8,000 | 0.0% | 297 | 0.0% | 0.00% | – |
Q4 2018 | $8,000 | – | 297 | – | 0.00% | – |
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% |