SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,328 | -3.5% | 17,976 | -1.5% | 0.03% | -3.1% |
| Q2 2023 | $488,423 | +3.8% | 18,245 | +1.0% | 0.03% | 0.0% |
| Q1 2023 | $470,588 | +97532.4% | 18,065 | -7.1% | 0.03% | -5.9% |
| Q4 2022 | $482 | -99.9% | 19,436 | +7.6% | 0.03% | +3.0% |
| Q3 2022 | $424,000 | +63.7% | 18,070 | +80.7% | 0.03% | +65.0% |
| Q2 2022 | $259,000 | -54.9% | 9,998 | -49.6% | 0.02% | -48.7% |
| Q1 2022 | $574,000 | -4.2% | 19,832 | +2.5% | 0.04% | -9.3% |
| Q4 2021 | $599,000 | – | 19,343 | – | 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% |