SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,034 | -33.8% | 8,070 | -35.6% | 0.04% | -37.9% |
| Q1 2023 | $326,511 | -9.7% | 12,534 | -14.1% | 0.07% | +34.7% |
| Q4 2022 | $361,416 | -1.5% | 14,585 | -6.8% | 0.05% | -44.9% |
| Q3 2022 | $367,000 | -10.5% | 15,650 | -1.1% | 0.09% | +7.2% |
| Q2 2022 | $410,000 | -13.9% | 15,826 | -3.8% | 0.08% | -2.4% |
| Q1 2022 | $476,000 | +7.4% | 16,443 | +15.1% | 0.08% | +14.9% |
| Q4 2021 | $443,000 | -11.6% | 14,285 | -8.1% | 0.07% | -16.9% |
| Q3 2021 | $501,000 | +14.9% | 15,536 | +15.0% | 0.09% | +11.2% |
| Q2 2021 | $436,000 | +32.9% | 13,504 | +26.6% | 0.08% | +6.7% |
| Q1 2021 | $328,000 | +46.4% | 10,664 | +34.8% | 0.08% | +33.9% |
| Q4 2020 | $224,000 | +23.1% | 7,910 | +2.9% | 0.06% | -5.1% |
| Q3 2020 | $182,000 | -4.2% | 7,684 | -5.4% | 0.06% | -19.2% |
| Q2 2020 | $190,000 | +1.1% | 8,121 | -11.2% | 0.07% | -15.1% |
| Q1 2020 | $188,000 | -1.6% | 9,148 | +42.6% | 0.09% | +19.4% |
| Q4 2019 | $191,000 | +80.2% | 6,417 | +65.3% | 0.07% | +50.0% |
| Q3 2019 | $106,000 | +6.0% | 3,882 | +12.3% | 0.05% | +11.6% |
| Q2 2019 | $100,000 | +233.3% | 3,458 | +217.2% | 0.04% | +186.7% |
| Q1 2019 | $30,000 | +30.4% | 1,090 | +23.4% | 0.02% | 0.0% |
| Q4 2018 | $23,000 | -8.0% | 883 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $25,000 | 0.0% | 883 | -3.0% | 0.02% | -44.4% |
| Q2 2018 | $25,000 | -66.2% | 910 | -62.2% | 0.03% | -50.9% |
| Q1 2018 | $74,000 | – | 2,410 | – | 0.06% | – |
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% |