SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,212,000 | -10.9% | 41,852 | -4.7% | 0.02% | -12.5% |
| Q4 2021 | $1,361,000 | -19.6% | 43,920 | -16.3% | 0.02% | -22.6% |
| Q3 2021 | $1,692,000 | +2.2% | 52,494 | +2.2% | 0.03% | -3.1% |
| Q2 2021 | $1,656,000 | +15.8% | 51,339 | +10.4% | 0.03% | 0.0% |
| Q1 2021 | $1,430,000 | +8.8% | 46,505 | -0.0% | 0.03% | 0.0% |
| Q4 2020 | $1,314,000 | +16.1% | 46,506 | -2.6% | 0.03% | -5.9% |
| Q3 2020 | $1,132,000 | +3.7% | 47,730 | +2.3% | 0.03% | -8.1% |
| Q2 2020 | $1,092,000 | -35.7% | 46,645 | -18.1% | 0.04% | -19.6% |
| Q4 2019 | $1,699,000 | +14.6% | 56,949 | +5.2% | 0.05% | -13.2% |
| Q3 2019 | $1,482,000 | +14.6% | 54,130 | +9.9% | 0.05% | +10.4% |
| Q2 2019 | $1,293,000 | -4.4% | 49,268 | +1.0% | 0.05% | -15.8% |
| Q1 2019 | $1,353,000 | +29.7% | 48,775 | +20.8% | 0.06% | +23.9% |
| Q4 2018 | $1,043,000 | -9.0% | 40,376 | +1.5% | 0.05% | +2.2% |
| Q3 2018 | $1,146,000 | +176.8% | 39,773 | +165.9% | 0.04% | +150.0% |
| Q2 2018 | $414,000 | – | 14,956 | – | 0.02% | – |
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% |