SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,722,417 | -2.8% | 447,079 | -0.8% | 0.96% | -3.5% |
| Q2 2023 | $12,064,576 | +1.1% | 450,675 | -1.6% | 1.00% | -7.3% |
| Q1 2023 | $11,932,777 | +63606.0% | 458,072 | -24.2% | 1.07% | -41.9% |
| Q4 2022 | $18,731 | -99.8% | 604,418 | +14.8% | 1.85% | +38.0% |
| Q3 2022 | $12,344,000 | -14.1% | 526,603 | -4.9% | 1.34% | -11.9% |
| Q2 2022 | $14,362,000 | -16.7% | 553,865 | -7.0% | 1.52% | -6.9% |
| Q1 2022 | $17,248,000 | -7.9% | 595,790 | -1.4% | 1.63% | -11.7% |
| Q4 2021 | $18,731,000 | -5.4% | 604,418 | -1.6% | 1.85% | -16.0% |
| Q3 2021 | $19,805,000 | -0.1% | 614,483 | -2.2% | 2.20% | -2.2% |
| Q2 2021 | $19,833,000 | +0.9% | 628,229 | -1.7% | 2.25% | -18.8% |
| Q1 2021 | $19,661,000 | -0.2% | 639,375 | -4.8% | 2.77% | -8.1% |
| Q4 2020 | $19,697,000 | +18.3% | 671,557 | -4.3% | 3.02% | -4.7% |
| Q3 2020 | $16,653,000 | +6.1% | 702,075 | +4.7% | 3.16% | -5.1% |
| Q2 2020 | $15,691,000 | +23.7% | 670,288 | +8.7% | 3.33% | -2.2% |
| Q1 2020 | $12,682,000 | -23.8% | 616,839 | +10.7% | 3.41% | -15.1% |
| Q4 2019 | $16,633,000 | +16.4% | 557,392 | +6.8% | 4.02% | +3.2% |
| Q3 2019 | $14,291,000 | +8.2% | 521,935 | +13.6% | 3.89% | -1.4% |
| Q2 2019 | $13,208,000 | +12.2% | 459,574 | +8.3% | 3.95% | +1.1% |
| Q1 2019 | $11,767,000 | +18.4% | 424,332 | +10.3% | 3.90% | -0.5% |
| Q4 2018 | $9,935,000 | +4056.9% | 384,612 | +4518.3% | 3.92% | +4359.1% |
| Q3 2018 | $239,000 | +3314.3% | 8,328 | +3078.6% | 0.09% | +2833.3% |
| Q2 2018 | $7,000 | -12.5% | 262 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $8,000 | – | 262 | – | 0.00% | – |
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% |