SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,422 | -80.1% | 252 | -79.1% | 0.00% | -100.0% |
| Q2 2023 | $32,264 | +5.3% | 1,205 | +2.3% | 0.00% | 0.0% |
| Q1 2023 | $30,641 | -14.0% | 1,178 | -18.1% | 0.00% | 0.0% |
| Q4 2022 | $35,623 | +7.9% | 1,438 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $33,000 | -10.8% | 1,440 | +1.3% | 0.00% | -33.3% |
| Q2 2022 | $37,000 | -2.6% | 1,422 | +2.6% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -41.5% | 1,386 | -31.7% | 0.00% | -50.0% |
| Q3 2021 | $65,000 | 0.0% | 2,030 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $65,000 | +20.4% | 2,030 | +14.8% | 0.01% | +16.7% |
| Q1 2021 | $54,000 | +3.8% | 1,769 | -4.0% | 0.01% | -14.3% |
| Q4 2020 | $52,000 | +18.2% | 1,842 | +0.1% | 0.01% | +16.7% |
| Q3 2020 | $44,000 | +7.3% | 1,840 | +5.7% | 0.01% | -14.3% |
| Q2 2020 | $41,000 | 0.0% | 1,741 | -13.5% | 0.01% | -12.5% |
| Q1 2020 | $41,000 | -4.7% | 2,013 | +38.8% | 0.01% | +14.3% |
| Q4 2019 | $43,000 | -32.8% | 1,450 | -38.4% | 0.01% | -36.4% |
| Q3 2019 | $64,000 | +30.6% | 2,353 | +39.2% | 0.01% | +22.2% |
| Q2 2019 | $49,000 | +11.4% | 1,690 | +6.3% | 0.01% | -18.2% |
| Q1 2019 | $44,000 | +25.7% | 1,590 | +17.9% | 0.01% | +22.2% |
| Q4 2018 | $35,000 | -5.4% | 1,349 | +4.1% | 0.01% | +12.5% |
| Q3 2018 | $37,000 | +8.8% | 1,296 | +6.8% | 0.01% | -11.1% |
| Q2 2018 | $34,000 | 0.0% | 1,213 | +12.3% | 0.01% | 0.0% |
| Q1 2018 | $34,000 | +3300.0% | 1,080 | +2411.6% | 0.01% | – |
| Q4 2017 | $1,000 | – | 43 | – | 0.00% | – |
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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% |