SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,733,383 | -3.7% | 447,497 | -1.6% | 2.29% | +0.4% |
| Q2 2023 | $12,178,454 | +6.5% | 454,929 | +3.6% | 2.28% | -2.2% |
| Q1 2023 | $11,433,705 | +15.9% | 438,914 | +10.3% | 2.34% | +3.5% |
| Q4 2022 | $9,863,228 | +21.1% | 398,032 | +14.5% | 2.26% | +5.3% |
| Q3 2022 | $8,147,000 | +9.3% | 347,575 | +20.9% | 2.14% | +12.1% |
| Q2 2022 | $7,456,000 | -6.5% | 287,561 | +4.4% | 1.91% | +2.5% |
| Q1 2022 | $7,973,000 | +0.3% | 275,411 | +7.4% | 1.86% | -2.8% |
| Q4 2021 | $7,946,000 | -0.8% | 256,401 | +3.1% | 1.92% | -12.0% |
| Q3 2021 | $8,012,000 | +1.3% | 248,590 | +1.4% | 2.18% | +1.3% |
| Q2 2021 | $7,906,000 | +11.5% | 245,153 | +6.3% | 2.15% | -2.0% |
| Q1 2021 | $7,093,000 | +6.7% | 230,661 | -2.0% | 2.19% | -3.9% |
| Q4 2020 | $6,650,000 | +16.6% | 235,308 | -2.1% | 2.28% | +0.2% |
| Q3 2020 | $5,702,000 | -5.7% | 240,391 | -6.9% | 2.28% | -9.7% |
| Q2 2020 | $6,045,000 | +15.6% | 258,206 | +1.5% | 2.52% | -1.1% |
| Q1 2020 | $5,229,000 | -18.9% | 254,318 | +16.8% | 2.55% | -17.6% |
| Q4 2019 | $6,446,000 | +17.1% | 217,723 | +8.3% | 3.10% | -1.1% |
| Q3 2019 | $5,503,000 | -6.4% | 200,973 | -1.8% | 3.13% | -9.7% |
| Q2 2019 | $5,881,000 | +8.6% | 204,644 | +4.8% | 3.47% | 0.0% |
| Q1 2019 | $5,417,000 | +11.6% | 195,364 | +3.9% | 3.47% | -2.6% |
| Q4 2018 | $4,855,000 | – | 187,967 | – | 3.56% | – |
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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% |