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 | $244,686 | -6.6% | 9,332 | -4.6% | 0.02% | -7.7% |
| Q2 2023 | $261,918 | -52.6% | 9,784 | -53.9% | 0.03% | -55.2% |
| Q1 2023 | $553,068 | -4.5% | 21,231 | -9.1% | 0.06% | -12.1% |
| Q4 2022 | $578,939 | -74.4% | 23,363 | -75.8% | 0.07% | -77.9% |
| Q3 2022 | $2,262,000 | -78.0% | 96,511 | -75.7% | 0.30% | -78.4% |
| Q2 2022 | $10,298,000 | +10.4% | 397,148 | +23.3% | 1.38% | +22.4% |
| Q1 2022 | $9,328,000 | -1.1% | 322,196 | +5.9% | 1.13% | +0.4% |
| Q4 2021 | $9,431,000 | +10.5% | 304,332 | +14.9% | 1.12% | -5.5% |
| Q3 2021 | $8,534,000 | +7.8% | 264,784 | +7.9% | 1.19% | +3.7% |
| Q2 2021 | $7,918,000 | +14.3% | 245,505 | +9.0% | 1.15% | +2.1% |
| Q1 2021 | $6,926,000 | +11.7% | 225,241 | +2.7% | 1.12% | -2.3% |
| Q4 2020 | $6,200,000 | +9.6% | 219,385 | -8.0% | 1.15% | -6.7% |
| Q3 2020 | $5,657,000 | +21.2% | 238,490 | +19.6% | 1.23% | +19.4% |
| Q2 2020 | $4,668,000 | +32.7% | 199,417 | +16.5% | 1.03% | +75.4% |
| Q1 2020 | $3,518,000 | -20.7% | 171,150 | +13.9% | 0.59% | +10.1% |
| Q4 2019 | $4,434,000 | +132.5% | 150,320 | +114.9% | 0.54% | +82.6% |
| Q3 2019 | $1,907,000 | -7.4% | 69,945 | -2.8% | 0.29% | -10.1% |
| Q2 2019 | $2,060,000 | +35.8% | 71,957 | +31.0% | 0.33% | +22.1% |
| Q1 2019 | $1,517,000 | +38.0% | 54,923 | +28.4% | 0.27% | -8.9% |
| Q4 2018 | $1,099,000 | +413.6% | 42,780 | +470.6% | 0.29% | +380.3% |
| Q3 2018 | $214,000 | +81.4% | 7,498 | +74.6% | 0.06% | +48.8% |
| Q2 2018 | $118,000 | – | 4,295 | – | 0.04% | – |
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% |