SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,459,057 | -3.8% | 55,647 | -1.8% | 0.48% | +1.9% |
| Q2 2023 | $1,516,938 | +16.9% | 56,666 | +13.8% | 0.47% | +19.4% |
| Q1 2023 | $1,297,575 | +14.1% | 49,811 | +14.4% | 0.39% | +39.0% |
| Q4 2022 | $1,137,213 | +10.9% | 43,538 | +2.1% | 0.28% | +1.8% |
| Q3 2022 | $1,025,000 | -5.0% | 42,642 | +2.5% | 0.28% | -1.4% |
| Q2 2022 | $1,079,000 | +1.5% | 41,618 | +4.1% | 0.28% | +1.4% |
| Q1 2022 | $1,063,000 | +257.9% | 39,987 | +316.7% | 0.28% | +301.4% |
| Q4 2021 | $297,000 | -9.5% | 9,597 | -5.6% | 0.07% | -2.8% |
| Q3 2021 | $328,000 | +0.9% | 10,162 | -0.6% | 0.07% | +9.2% |
| Q2 2021 | $325,000 | -4.4% | 10,222 | -5.6% | 0.06% | -3.0% |
| Q1 2021 | $340,000 | +4.3% | 10,832 | -6.2% | 0.07% | -4.3% |
| Q4 2020 | $326,000 | +7.6% | 11,545 | 0.0% | 0.07% | +4.5% |
| Q3 2020 | $303,000 | -9.8% | 11,545 | -13.8% | 0.07% | -4.3% |
| Q2 2020 | $336,000 | -23.1% | 13,400 | -36.9% | 0.07% | -29.3% |
| Q1 2020 | $437,000 | – | 21,237 | – | 0.10% | – |
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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% |