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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $76,134 | +1.3% | 2,844 | -1.4% | 0.16% | +7.9% |
Q1 2023 | $75,154 | +5.1% | 2,885 | 0.0% | 0.15% | -6.2% |
Q4 2022 | $71,490 | -72.8% | 2,885 | -67.3% | 0.16% | +25.8% |
Q4 2018 | $263,000 | +7.3% | 8,835 | 0.0% | 0.13% | +15.3% |
Q2 2018 | $245,000 | -87.7% | 8,835 | -86.4% | 0.11% | -81.2% |
Q1 2018 | $1,994,000 | +582.9% | 64,756 | +573.3% | 0.59% | +329.9% |
Q4 2017 | $292,000 | – | 9,618 | – | 0.14% | – |
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% |