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 | $1,348,888 | -3.1% | 51,445 | -1.1% | 0.38% | +4.2% |
| Q2 2023 | $1,392,656 | +1.4% | 52,023 | -1.3% | 0.36% | +1.4% |
| Q1 2023 | $1,373,538 | +4.3% | 52,727 | -0.8% | 0.36% | +0.6% |
| Q4 2022 | $1,316,685 | +4.7% | 53,135 | -1.0% | 0.35% | -1.1% |
| Q3 2022 | $1,258,000 | -12.2% | 53,690 | -2.9% | 0.36% | -7.3% |
| Q2 2022 | $1,433,000 | -10.3% | 55,275 | +0.2% | 0.39% | +2.7% |
| Q1 2022 | $1,597,000 | -7.0% | 55,181 | -0.5% | 0.38% | -4.6% |
| Q4 2021 | $1,718,000 | -8.6% | 55,447 | -4.9% | 0.39% | -8.6% |
| Q3 2021 | $1,879,000 | -0.6% | 58,315 | -0.5% | 0.43% | -2.5% |
| Q2 2021 | $1,890,000 | +4.3% | 58,619 | -0.5% | 0.44% | +0.5% |
| Q1 2021 | $1,812,000 | +6.9% | 58,936 | -1.8% | 0.44% | +2.1% |
| Q4 2020 | $1,695,000 | +18.7% | 59,993 | -0.3% | 0.43% | +8.6% |
| Q3 2020 | $1,428,000 | +0.6% | 60,186 | -0.7% | 0.40% | -6.6% |
| Q2 2020 | $1,419,000 | -65.4% | 60,629 | -69.6% | 0.42% | -73.4% |
| Q1 2020 | $4,102,000 | -78.2% | 199,521 | -68.3% | 1.60% | -71.2% |
| Q4 2019 | $18,779,000 | -24.8% | 629,329 | -31.0% | 5.55% | -35.6% |
| Q3 2019 | $24,982,000 | -11.0% | 912,412 | -6.6% | 8.62% | +6192.7% |
| Q2 2019 | $28,067,000 | -1.8% | 976,592 | -5.3% | 0.14% | -10.5% |
| Q1 2019 | $28,591,000 | +5.8% | 1,031,035 | -1.4% | 0.15% | -92.7% |
| Q4 2018 | $27,020,000 | +77.5% | 1,046,075 | +103.9% | 2.10% | -65.7% |
| Q1 2018 | $15,220,000 | -31.2% | 512,965 | -33.6% | 6.10% | -35.1% |
| Q4 2017 | $22,130,000 | -7.0% | 772,141 | -13.6% | 9.40% | -5.6% |
| Q2 2017 | $23,791,000 | – | 893,732 | – | 9.95% | – |
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% |