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 | $223 | -2.2% | 8,538 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $228 | +2.7% | 8,538 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $222 | +5.2% | 8,538 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $211 | -99.9% | 8,538 | -12.0% | 0.03% | -16.2% |
| Q3 2022 | $227,000 | -46.2% | 9,698 | -40.4% | 0.04% | -43.9% |
| Q2 2022 | $422,000 | -19.2% | 16,280 | -9.7% | 0.07% | -10.8% |
| Q1 2022 | $522,000 | +72.8% | 18,034 | +84.9% | 0.07% | +76.2% |
| Q4 2021 | $302,000 | -3.8% | 9,753 | 0.0% | 0.04% | -10.6% |
| Q3 2021 | $314,000 | -0.3% | 9,753 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $315,000 | +5.0% | 9,753 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $300,000 | +8.7% | 9,753 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $276,000 | +14.5% | 9,753 | -3.9% | 0.05% | -3.9% |
| Q3 2020 | $241,000 | +1.3% | 10,154 | 0.0% | 0.05% | -3.8% |
| Q2 2020 | $238,000 | -43.9% | 10,154 | -50.8% | 0.05% | 0.0% |
| Q1 2020 | $424,000 | – | 20,618 | – | 0.05% | – |
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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% |