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 2022 | $320,000 | -9.9% | 13,664 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $355,000 | -14.0% | 13,720 | -3.7% | 0.00% | 0.0% |
| Q1 2022 | $413,000 | -88.4% | 14,247 | -87.6% | 0.00% | -87.5% |
| Q4 2021 | $3,570,000 | -11.3% | 115,184 | -7.8% | 0.01% | -20.0% |
| Q3 2021 | $4,027,000 | -13.4% | 124,946 | -13.4% | 0.01% | -16.7% |
| Q2 2021 | $4,652,000 | +8.2% | 144,259 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $4,300,000 | +12.6% | 139,822 | +3.5% | 0.01% | +9.1% |
| Q4 2020 | $3,818,000 | +21.0% | 135,110 | +1.6% | 0.01% | 0.0% |
| Q3 2020 | $3,155,000 | -5.6% | 133,009 | -6.8% | 0.01% | -15.4% |
| Q2 2020 | $3,341,000 | +16.6% | 142,733 | +2.4% | 0.01% | 0.0% |
| Q1 2020 | $2,866,000 | -24.9% | 139,402 | +9.0% | 0.01% | -7.1% |
| Q4 2019 | $3,818,000 | +12.7% | 127,944 | +3.4% | 0.01% | +7.7% |
| Q3 2019 | $3,388,000 | +5.8% | 123,738 | +11.0% | 0.01% | +8.3% |
| Q2 2019 | $3,203,000 | – | 111,458 | – | 0.01% | – |
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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% |