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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,402,947 | +25.5% | 91,633 | +28.1% | 0.00% | +33.3% |
Q2 2023 | $1,915,136 | +13.7% | 71,518 | +10.6% | 0.00% | 0.0% |
Q1 2023 | $1,684,741 | +10.2% | 64,653 | +4.8% | 0.00% | 0.0% |
Q4 2022 | $1,528,445 | -3.9% | 61,689 | -9.0% | 0.00% | -25.0% |
Q3 2022 | $1,590,000 | +10.4% | 67,768 | +21.9% | 0.00% | +33.3% |
Q2 2022 | $1,440,000 | -59.4% | 55,579 | -5.9% | 0.00% | -57.1% |
Q1 2022 | $3,543,000 | +87.0% | 59,050 | -3.3% | 0.01% | +75.0% |
Q4 2021 | $1,895,000 | +6.6% | 61,043 | +10.7% | 0.00% | 0.0% |
Q3 2021 | $1,778,000 | -4.8% | 55,143 | -4.5% | 0.00% | 0.0% |
Q2 2021 | $1,867,000 | +16.5% | 57,765 | +10.8% | 0.00% | 0.0% |
Q1 2021 | $1,602,000 | +17.3% | 52,123 | +7.8% | 0.00% | 0.0% |
Q4 2020 | $1,366,000 | +14.1% | 48,341 | -4.3% | 0.00% | 0.0% |
Q3 2020 | $1,197,000 | +49.8% | 50,514 | +48.1% | 0.00% | +33.3% |
Q2 2020 | $799,000 | -23.3% | 34,115 | -47.8% | 0.00% | -25.0% |
Q1 2020 | $1,042,000 | – | 65,312 | – | 0.00% | – |
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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% |