SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $723,076 | +53.5% | 27,577 | +56.7% | 0.01% | +12.5% |
| Q2 2023 | $470,979 | -2.7% | 17,593 | -5.3% | 0.01% | 0.0% |
| Q1 2023 | $484,144 | +114.2% | 18,585 | +94.1% | 0.01% | +60.0% |
| Q3 2022 | $226,000 | -16.9% | 9,573 | -9.3% | 0.01% | -16.7% |
| Q2 2022 | $272,000 | -14.7% | 10,549 | -4.1% | 0.01% | +50.0% |
| Q1 2022 | $319,000 | +14.3% | 11,004 | +22.1% | 0.00% | -42.9% |
| Q4 2021 | $279,000 | +9.4% | 9,011 | +14.1% | 0.01% | +16.7% |
| Q3 2021 | $255,000 | -5.6% | 7,898 | -5.6% | 0.01% | -40.0% |
| Q2 2021 | $270,000 | +26.8% | 8,363 | +20.1% | 0.01% | -23.1% |
| Q1 2021 | $213,000 | -1.8% | 6,965 | -9.1% | 0.01% | -13.3% |
| Q4 2020 | $217,000 | – | 7,665 | – | 0.02% | – |
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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% |