SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,770 | +3.3% | 7,836 | +0.5% | 0.01% | -6.7% |
| Q1 2023 | $203,051 | -21.7% | 7,795 | -25.6% | 0.02% | -28.6% |
| Q4 2022 | $259,462 | +2.2% | 10,471 | -3.3% | 0.02% | -22.2% |
| Q3 2022 | $254,000 | -50.7% | 10,826 | -45.5% | 0.03% | -53.4% |
| Q2 2022 | $515,000 | -19.7% | 19,856 | -10.3% | 0.06% | -4.9% |
| Q1 2022 | $641,000 | -35.7% | 22,137 | -31.2% | 0.06% | -33.7% |
| Q4 2021 | $997,000 | -18.0% | 32,158 | -14.8% | 0.09% | -29.8% |
| Q3 2021 | $1,216,000 | -11.5% | 37,742 | -11.4% | 0.13% | -13.8% |
| Q2 2021 | $1,374,000 | +0.2% | 42,598 | -4.5% | 0.15% | -7.9% |
| Q1 2021 | $1,371,000 | -4.0% | 44,584 | -11.8% | 0.16% | -13.6% |
| Q4 2020 | $1,428,000 | +15.4% | 50,538 | -3.1% | 0.19% | -1.0% |
| Q3 2020 | $1,237,000 | +3.6% | 52,168 | +2.3% | 0.19% | -4.0% |
| Q2 2020 | $1,194,000 | +2.8% | 51,020 | -9.7% | 0.20% | -7.4% |
| Q1 2020 | $1,161,000 | -35.1% | 56,475 | -5.9% | 0.22% | -20.2% |
| Q4 2019 | $1,790,000 | +11.7% | 59,995 | +2.6% | 0.27% | +4.2% |
| Q3 2019 | $1,602,000 | -4.1% | 58,499 | +0.7% | 0.26% | -4.0% |
| Q2 2019 | $1,670,000 | +1.6% | 58,103 | -1.9% | 0.27% | -1.1% |
| Q1 2019 | $1,643,000 | +7.0% | 59,250 | -0.3% | 0.28% | -12.7% |
| Q4 2018 | $1,535,000 | +50.3% | 59,425 | +67.7% | 0.32% | +125.0% |
| Q3 2018 | $1,021,000 | – | 35,444 | – | 0.14% | – |
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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% |