SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $558,696 | -5.5% | 21,308 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $591,215 | +2.7% | 22,085 | -0.1% | 0.00% | 0.0% |
| Q1 2023 | $575,705 | +29.8% | 22,100 | +23.5% | 0.00% | 0.0% |
| Q4 2022 | $443,463 | -5.2% | 17,896 | -10.4% | 0.00% | -33.3% |
| Q3 2022 | $468,000 | -5.8% | 19,966 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $497,000 | -27.1% | 19,157 | -18.6% | 0.01% | -25.0% |
| Q1 2022 | $682,000 | -9.5% | 23,541 | -3.2% | 0.01% | -11.1% |
| Q4 2021 | $754,000 | +171.2% | 24,329 | +182.6% | 0.01% | +125.0% |
| Q3 2021 | $278,000 | -5.8% | 8,610 | -5.8% | 0.00% | 0.0% |
| Q2 2021 | $295,000 | +19.4% | 9,138 | +13.6% | 0.00% | -20.0% |
| Q1 2021 | $247,000 | +65.8% | 8,045 | +26.2% | 0.01% | +25.0% |
| Q2 2020 | $149,000 | -60.9% | 6,377 | -65.5% | 0.00% | -69.2% |
| Q1 2020 | $381,000 | -29.6% | 18,508 | +1.9% | 0.01% | -7.1% |
| Q4 2019 | $541,000 | +9.7% | 18,156 | +0.2% | 0.01% | -6.7% |
| Q3 2019 | $493,000 | -10.7% | 18,111 | -6.2% | 0.02% | -11.8% |
| Q2 2019 | $552,000 | +4.3% | 19,308 | +1.7% | 0.02% | 0.0% |
| Q1 2019 | $529,000 | +1.0% | 18,985 | -6.9% | 0.02% | -15.0% |
| Q4 2018 | $524,000 | -1.7% | 20,390 | +10.4% | 0.02% | +5.3% |
| Q3 2018 | $533,000 | +105.8% | 18,465 | +99.8% | 0.02% | +46.2% |
| Q2 2018 | $259,000 | -11.3% | 9,240 | -2.0% | 0.01% | 0.0% |
| Q1 2018 | $292,000 | – | 9,429 | – | 0.01% | – |
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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% |