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 | $157,008 | -53.3% | 5,988 | -49.9% | 0.01% | 0.0% |
| Q2 2023 | $335,958 | +89.2% | 11,958 | +98.1% | 0.01% | -12.5% |
| Q1 2023 | $177,578 | +80252.0% | 6,036 | -17.6% | 0.01% | +33.3% |
| Q4 2022 | $221 | -99.9% | 7,327 | -5.9% | 0.01% | 0.0% |
| Q3 2022 | $236,000 | +103.4% | 7,786 | +110.5% | 0.01% | +50.0% |
| Q2 2022 | $116,000 | -32.9% | 3,699 | -32.7% | 0.00% | +100.0% |
| Q1 2022 | $173,000 | +239.2% | 5,496 | +249.8% | 0.00% | +100.0% |
| Q4 2021 | $51,000 | -72.9% | 1,571 | -72.8% | 0.00% | -75.0% |
| Q3 2021 | $188,000 | +571.4% | 5,780 | +573.7% | 0.00% | +300.0% |
| Q2 2021 | $28,000 | +40.0% | 858 | +29.4% | 0.00% | – |
| Q1 2021 | $20,000 | -4.8% | 663 | -11.7% | 0.00% | -100.0% |
| Q4 2020 | $21,000 | +16.7% | 751 | -0.7% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | -75.3% | 756 | -75.5% | 0.00% | -83.3% |
| Q2 2020 | $73,000 | +10.6% | 3,087 | -0.1% | 0.01% | -14.3% |
| Q1 2020 | $66,000 | -36.5% | 3,089 | -10.9% | 0.01% | -12.5% |
| Q4 2019 | $104,000 | -13.3% | 3,468 | -20.4% | 0.01% | 0.0% |
| Q3 2019 | $120,000 | +421.7% | 4,359 | +436.8% | 0.01% | +166.7% |
| Q1 2019 | $23,000 | -70.9% | 812 | -73.3% | 0.00% | -40.0% |
| Q4 2018 | $79,000 | -53.5% | 3,037 | -48.4% | 0.01% | -28.6% |
| Q3 2018 | $170,000 | +14.1% | 5,887 | +9.1% | 0.01% | +16.7% |
| Q2 2018 | $149,000 | +684.2% | 5,396 | +727.6% | 0.01% | +500.0% |
| Q1 2018 | $19,000 | 0.0% | 652 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +137.5% | 652 | +135.4% | 0.00% | – |
| Q3 2017 | $8,000 | +166.7% | 277 | +147.3% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | -57.1% | 112 | -60.0% | 0.00% | – |
| Q4 2016 | $7,000 | 0.0% | 280 | 0.0% | 0.00% | – |
| Q3 2016 | $7,000 | +16.7% | 280 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | -73.9% | 280 | -65.5% | 0.00% | -100.0% |
| Q1 2016 | $23,000 | – | 812 | – | 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% |