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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $27,000 | -40.0% | 1,032 | -33.8% | 0.00% | -50.0% |
| Q1 2022 | $45,000 | -99.7% | 1,560 | -99.7% | 0.00% | -99.7% |
| Q4 2021 | $17,053,000 | -51.5% | 550,268 | -49.5% | 1.54% | -57.0% |
| Q3 2021 | $35,145,000 | +7.0% | 1,090,449 | +7.1% | 3.58% | -0.3% |
| Q2 2021 | $32,832,000 | +1641500.0% | 1,018,054 | +1131071.1% | 3.59% | – |
| Q3 2020 | $2,000 | 0.0% | 90 | -1.1% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 91 | +1.1% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | – | 90 | – | 0.00% | – |
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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% |