SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $486,732 | -12.3% | 18,182 | -14.7% | 0.08% | -18.8% |
| Q1 2023 | $555,204 | -3.8% | 21,313 | -8.5% | 0.10% | -8.6% |
| Q4 2022 | $577,002 | +3.4% | 23,285 | -2.8% | 0.10% | -15.3% |
| Q3 2022 | $558,000 | -17.3% | 23,947 | -7.9% | 0.12% | +2.5% |
| Q2 2022 | $675,000 | -25.8% | 26,014 | -17.2% | 0.12% | -17.7% |
| Q1 2022 | $910,000 | -2.2% | 31,425 | +4.7% | 0.15% | -2.0% |
| Q4 2021 | $930,000 | -26.4% | 30,018 | -23.4% | 0.15% | -33.6% |
| Q3 2021 | $1,263,000 | -7.5% | 39,201 | -7.5% | 0.23% | -8.1% |
| Q2 2021 | $1,366,000 | +25.3% | 42,366 | +19.5% | 0.25% | +15.0% |
| Q1 2021 | $1,090,000 | -1.4% | 35,445 | -9.4% | 0.21% | -10.1% |
| Q4 2020 | $1,105,000 | -1.1% | 39,125 | -16.9% | 0.24% | -10.2% |
| Q3 2020 | $1,117,000 | -2.3% | 47,059 | -3.7% | 0.26% | -7.3% |
| Q2 2020 | $1,143,000 | -19.3% | 48,843 | -29.1% | 0.29% | -31.4% |
| Q1 2020 | $1,417,000 | -22.6% | 68,917 | +12.3% | 0.42% | -7.1% |
| Q4 2019 | $1,831,000 | -16.2% | 61,350 | -23.1% | 0.45% | -26.6% |
| Q3 2019 | $2,184,000 | -5.2% | 79,782 | -0.5% | 0.61% | -9.2% |
| Q2 2019 | $2,305,000 | -11.7% | 80,204 | -14.8% | 0.67% | -15.1% |
| Q1 2019 | $2,611,000 | +18.3% | 94,176 | +10.2% | 0.79% | +1.8% |
| Q4 2018 | $2,208,000 | -18.3% | 85,473 | -8.9% | 0.78% | -7.0% |
| Q3 2018 | $2,703,000 | +9.0% | 93,796 | +4.7% | 0.84% | +0.4% |
| Q2 2018 | $2,479,000 | -13.8% | 89,566 | -2.9% | 0.84% | -17.0% |
| Q1 2018 | $2,877,000 | – | 92,241 | – | 1.01% | – |
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% |