SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $494,000 | -22.0% | 17,074 | -16.4% | 0.32% | -19.6% |
| Q4 2021 | $633,000 | -55.7% | 20,424 | -53.9% | 0.39% | -60.0% |
| Q3 2021 | $1,429,000 | -2.1% | 44,346 | -2.0% | 0.98% | -13.6% |
| Q2 2021 | $1,460,000 | -9.3% | 45,259 | -13.5% | 1.13% | -22.2% |
| Q1 2021 | $1,610,000 | -23.6% | 52,352 | -29.8% | 1.46% | -23.7% |
| Q4 2020 | $2,108,000 | -4.6% | 74,601 | -19.9% | 1.91% | -16.3% |
| Q3 2020 | $2,209,000 | +1.2% | 93,138 | -0.1% | 2.28% | -12.8% |
| Q2 2020 | $2,183,000 | +1.3% | 93,248 | -11.0% | 2.62% | -8.1% |
| Q1 2020 | $2,154,000 | -64.8% | 104,757 | +34703.0% | 2.85% | -39.2% |
| Q4 2019 | $6,114,000 | – | 301 | – | 4.68% | – |
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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% |