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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,777 | -4.2% | 11,585 | -2.2% | 0.00% | 0.0% |
| Q2 2023 | $317,173 | +266431.9% | 11,847 | +143.9% | 0.00% | 0.0% |
| Q4 2022 | $119 | -99.8% | 4,857 | +45.5% | 0.00% | – |
| Q3 2022 | $77,000 | -2.5% | 3,337 | +8.9% | 0.00% | – |
| Q2 2022 | $79,000 | -75.4% | 3,065 | -72.5% | 0.00% | -100.0% |
| Q1 2022 | $321,000 | +96.9% | 11,136 | +110.2% | 0.00% | +100.0% |
| Q4 2021 | $163,000 | +49.5% | 5,297 | +54.7% | 0.00% | 0.0% |
| Q3 2021 | $109,000 | -5.2% | 3,423 | -4.4% | 0.00% | 0.0% |
| Q2 2021 | $115,000 | +38.6% | 3,582 | +31.1% | 0.00% | 0.0% |
| Q1 2021 | $83,000 | +361.1% | 2,733 | +307.9% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 670 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | -6.2% | 670 | 0.0% | 0.00% | – |
| Q2 2020 | $16,000 | -27.3% | 670 | -36.5% | 0.00% | – |
| Q1 2020 | $22,000 | +10.0% | 1,055 | +57.5% | 0.00% | – |
| Q4 2019 | $20,000 | +11.1% | 670 | 0.0% | 0.00% | – |
| Q3 2019 | $18,000 | -5.3% | 670 | 0.0% | 0.00% | – |
| Q2 2019 | $19,000 | – | 670 | – | 0.00% | – |
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% |