SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,649,088 | -1.6% | 139,171 | +0.5% | 0.31% | -6.7% |
| Q2 2023 | $3,708,131 | +3.0% | 138,517 | +0.3% | 0.33% | -2.1% |
| Q1 2023 | $3,599,258 | +116607.5% | 138,167 | +11.0% | 0.34% | +9.4% |
| Q4 2022 | $3,084 | -99.9% | 124,465 | +8.9% | 0.31% | +25.8% |
| Q3 2022 | $2,678,000 | -5.1% | 114,289 | +5.0% | 0.24% | -18.7% |
| Q2 2022 | $2,821,000 | +5.2% | 108,795 | +17.4% | 0.30% | +10.7% |
| Q1 2022 | $2,682,000 | +14.2% | 92,676 | +22.3% | 0.27% | +18.3% |
| Q4 2021 | $2,348,000 | +13.2% | 75,792 | +17.8% | 0.23% | +2.7% |
| Q3 2021 | $2,074,000 | +13.8% | 64,358 | +13.9% | 0.22% | +9.9% |
| Q2 2021 | $1,822,000 | +3.2% | 56,526 | -1.5% | 0.20% | -7.7% |
| Q1 2021 | $1,765,000 | +28.9% | 57,410 | +18.5% | 0.22% | +16.4% |
| Q4 2020 | $1,369,000 | +25.1% | 48,455 | +5.0% | 0.19% | +6.8% |
| Q3 2020 | $1,094,000 | +12.3% | 46,158 | +10.9% | 0.18% | +0.6% |
| Q2 2020 | $974,000 | – | 41,616 | – | 0.18% | – |
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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% |