SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,003,509 | +1.7% | 76,411 | +3.8% | 0.10% | +6.3% |
| Q2 2023 | $1,969,822 | +7.0% | 73,583 | +4.1% | 0.10% | -15.9% |
| Q1 2023 | $1,841,691 | +10.7% | 70,698 | +5.3% | 0.11% | -4.2% |
| Q4 2022 | $1,664,381 | +48.5% | 67,166 | +40.4% | 0.12% | +28.3% |
| Q3 2022 | $1,121,000 | -15.4% | 47,837 | -6.4% | 0.09% | -16.4% |
| Q2 2022 | $1,325,000 | +18.5% | 51,084 | +32.3% | 0.11% | +39.2% |
| Q1 2022 | $1,118,000 | -1.4% | 38,606 | +5.5% | 0.08% | -7.1% |
| Q4 2021 | $1,134,000 | +66.5% | 36,605 | +73.1% | 0.08% | -8.6% |
| Q3 2021 | $681,000 | -7.0% | 21,143 | -6.8% | 0.09% | -29.0% |
| Q2 2021 | $732,000 | -31.8% | 22,685 | -35.0% | 0.13% | -36.7% |
| Q1 2021 | $1,073,000 | +12.7% | 34,906 | +3.6% | 0.21% | -19.8% |
| Q4 2020 | $952,000 | – | 33,695 | – | 0.26% | – |
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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% |