SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,935,864 | +54.6% | 378,942 | +57.9% | 1.06% | +49.6% |
Q2 2023 | $6,426,398 | +230.8% | 240,060 | +221.9% | 0.71% | +216.0% |
Q1 2023 | $1,942,942 | +107.4% | 74,585 | +97.3% | 0.22% | +94.0% |
Q4 2022 | $936,786 | +26.3% | 37,804 | +19.4% | 0.12% | -4.1% |
Q3 2022 | $742,000 | -9.6% | 31,649 | 0.0% | 0.12% | -4.7% |
Q2 2022 | $821,000 | -23.3% | 31,649 | -14.4% | 0.13% | -13.6% |
Q1 2022 | $1,070,000 | +5.6% | 36,977 | +13.1% | 0.15% | 0.0% |
Q4 2021 | $1,013,000 | – | 32,682 | – | 0.15% | – |
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% |