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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $342,000 | -7.3% | 11,825 | -0.7% | 0.02% | 0.0% |
| Q4 2021 | $369,000 | -1.6% | 11,905 | +2.3% | 0.02% | -8.0% |
| Q3 2021 | $375,000 | -2.1% | 11,642 | -2.1% | 0.02% | -3.8% |
| Q2 2021 | $383,000 | +2.4% | 11,894 | -2.3% | 0.03% | -3.7% |
| Q1 2021 | $374,000 | -51.9% | 12,173 | -22.6% | 0.03% | -49.1% |
| Q4 2020 | $778,000 | +162.0% | 15,734 | +25.8% | 0.05% | +112.0% |
| Q3 2020 | $297,000 | -8.3% | 12,504 | -9.7% | 0.02% | -19.4% |
| Q2 2020 | $324,000 | +14.1% | 13,842 | +0.3% | 0.03% | -24.4% |
| Q1 2020 | $284,000 | -30.4% | 13,801 | +1.0% | 0.04% | -4.7% |
| Q4 2019 | $408,000 | +10.3% | 13,662 | +1.0% | 0.04% | +2.4% |
| Q3 2019 | $370,000 | -1.9% | 13,525 | +3.1% | 0.04% | -4.5% |
| Q2 2019 | $377,000 | +3.6% | 13,114 | 0.0% | 0.04% | -2.2% |
| Q1 2019 | $364,000 | +6.4% | 13,114 | -1.1% | 0.04% | -4.3% |
| Q4 2018 | $342,000 | -9.3% | 13,257 | +1.4% | 0.05% | +11.9% |
| Q3 2018 | $377,000 | +5.3% | 13,080 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $358,000 | -12.3% | 13,080 | 0.0% | 0.04% | -18.9% |
| Q1 2018 | $408,000 | -13.4% | 13,080 | -17.6% | 0.05% | -17.2% |
| Q4 2017 | $471,000 | – | 15,865 | – | 0.06% | – |
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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% |