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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,076 | -4.5% | 24,679 | 0.0% | 0.22% | +0.5% |
| Q2 2023 | $677,431 | +5.9% | 24,679 | +0.5% | 0.22% | -4.3% |
| Q1 2023 | $639,633 | +0.1% | 24,554 | -4.8% | 0.23% | -3.0% |
| Q4 2022 | $638,830 | -20.4% | 25,780 | -24.7% | 0.24% | -27.5% |
| Q3 2022 | $803,000 | -31.8% | 34,258 | -24.6% | 0.33% | -28.6% |
| Q2 2022 | $1,178,000 | -34.3% | 45,436 | -26.6% | 0.46% | -22.0% |
| Q1 2022 | $1,793,000 | -21.5% | 61,923 | -16.0% | 0.59% | -18.6% |
| Q4 2021 | $2,285,000 | -1.9% | 73,743 | +2.1% | 0.72% | -6.5% |
| Q3 2021 | $2,330,000 | 0.0% | 72,251 | 0.0% | 0.77% | -8.3% |
| Q2 2021 | $2,330,000 | +26.2% | 72,251 | +20.3% | 0.84% | +28.0% |
| Q1 2021 | $1,847,000 | +94.2% | 60,070 | +78.5% | 0.66% | +82.0% |
| Q4 2020 | $951,000 | +108.1% | 33,657 | +74.7% | 0.36% | +76.1% |
| Q3 2020 | $457,000 | +7.5% | 19,263 | +6.2% | 0.20% | +4.1% |
| Q2 2020 | $425,000 | +23.5% | 18,146 | +8.4% | 0.20% | +10.1% |
| Q1 2020 | $344,000 | -29.4% | 16,736 | +2.6% | 0.18% | -13.9% |
| Q4 2019 | $487,000 | – | 16,314 | – | 0.21% | – |
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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% |