SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,614 | -2.0% | 176 | 0.0% | 0.00% | – |
| Q2 2023 | $4,710 | +3.8% | 176 | +1.1% | 0.00% | – |
| Q1 2023 | $4,538 | +5.1% | 174 | 0.0% | 0.00% | – |
| Q4 2022 | $4,316 | +7.9% | 174 | +4.2% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 167 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 167 | +1.2% | 0.00% | – |
| Q1 2022 | $5,000 | +66.7% | 165 | +58.7% | 0.00% | -100.0% |
| Q2 2019 | $3,000 | -50.0% | 104 | -47.7% | 0.00% | -50.0% |
| Q1 2019 | $6,000 | – | 199 | – | 0.00% | – |
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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% |