SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,083 | -9.2% | 10,781 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $300,682 | +7.1% | 10,781 | 0.0% | 0.09% | -3.3% |
| Q1 2023 | $280,845 | -4.3% | 10,781 | 0.0% | 0.09% | -8.9% |
| Q4 2022 | $293,459 | +15.1% | 10,781 | 0.0% | 0.10% | +4.1% |
| Q3 2022 | $255,000 | -12.4% | 10,781 | -3.9% | 0.10% | -17.8% |
| Q2 2022 | $291,000 | -11.0% | 11,223 | 0.0% | 0.12% | +1.7% |
| Q1 2022 | $327,000 | -6.0% | 11,223 | 0.0% | 0.12% | -15.9% |
| Q4 2021 | $348,000 | -4.4% | 11,223 | -0.7% | 0.14% | -21.6% |
| Q3 2021 | $364,000 | +0.6% | 11,299 | +0.7% | 0.18% | +2.9% |
| Q2 2021 | $362,000 | +5.2% | 11,223 | 0.0% | 0.17% | -1.2% |
| Q1 2021 | $344,000 | +8.5% | 11,223 | 0.0% | 0.17% | -23.1% |
| Q4 2020 | $317,000 | – | 11,223 | – | 0.22% | – |
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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% |