SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,960,540 | -16.9% | 74,773 | -15.1% | 1.33% | -23.8% |
| Q2 2023 | $2,358,215 | -19.7% | 88,092 | -21.9% | 1.74% | -20.9% |
| Q1 2023 | $2,936,889 | -23.0% | 112,740 | -26.8% | 2.20% | -27.1% |
| Q4 2022 | $3,815,413 | +6.6% | 153,971 | +0.8% | 3.02% | -10.0% |
| Q3 2022 | $3,579,000 | -14.9% | 152,698 | -5.9% | 3.36% | -13.3% |
| Q2 2022 | $4,208,000 | +1.0% | 162,289 | +12.8% | 3.87% | -6.5% |
| Q1 2022 | $4,165,000 | -24.0% | 143,855 | -18.6% | 4.14% | -11.4% |
| Q4 2021 | $5,480,000 | – | 176,830 | – | 4.67% | – |
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% |