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 2023 | $576,552 | -2.1% | 21,989 | 0.0% | 0.06% | -19.2% |
| Q2 2023 | $588,646 | +100.2% | 21,989 | +85.4% | 0.07% | +78.0% |
| Q4 2022 | $293,965 | +5.7% | 11,863 | 0.0% | 0.04% | -6.8% |
| Q3 2022 | $278,000 | -10.9% | 11,863 | -1.5% | 0.04% | -4.3% |
| Q2 2022 | $312,000 | -10.6% | 12,047 | 0.0% | 0.05% | -9.8% |
| Q1 2022 | $349,000 | -6.4% | 12,047 | 0.0% | 0.05% | -19.0% |
| Q4 2021 | $373,000 | -3.9% | 12,047 | 0.0% | 0.06% | -13.7% |
| Q3 2021 | $388,000 | -0.3% | 12,047 | +2996.9% | 0.07% | 0.0% |
| Q2 2021 | $389,000 | +6.6% | 389 | -96.7% | 0.07% | +2.8% |
| Q1 2021 | $365,000 | +9.0% | 11,863 | 0.0% | 0.07% | +14.5% |
| Q4 2020 | $335,000 | +19.2% | 11,863 | 0.0% | 0.06% | +6.9% |
| Q3 2020 | $281,000 | +1.1% | 11,863 | 0.0% | 0.06% | -4.9% |
| Q2 2020 | $278,000 | +595.0% | 11,863 | +503.4% | 0.06% | +510.0% |
| Q1 2020 | $40,000 | -61.5% | 1,966 | -43.7% | 0.01% | -56.5% |
| Q4 2019 | $104,000 | – | 3,493 | – | 0.02% | – |
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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% |