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 | $2,817,544 | +2.6% | 107,458 | +4.7% | 0.59% | +6.5% |
| Q2 2023 | $2,747,319 | +4.8% | 102,627 | +2.0% | 0.56% | -1.9% |
| Q1 2023 | $2,621,322 | +23.4% | 100,627 | +17.4% | 0.57% | +16.9% |
| Q4 2022 | $2,124,491 | +21.9% | 85,734 | +15.3% | 0.48% | +13.3% |
| Q3 2022 | $1,743,000 | -11.3% | 74,348 | -1.9% | 0.43% | -10.3% |
| Q2 2022 | $1,966,000 | +1.3% | 75,806 | +13.0% | 0.48% | +16.9% |
| Q1 2022 | $1,941,000 | +10.6% | 67,062 | +18.4% | 0.41% | +15.9% |
| Q4 2021 | $1,755,000 | +10.9% | 56,635 | +15.4% | 0.35% | +1.7% |
| Q3 2021 | $1,582,000 | +27.1% | 49,093 | +27.2% | 0.35% | +25.8% |
| Q2 2021 | $1,245,000 | +22.8% | 38,605 | +17.1% | 0.28% | +10.9% |
| Q1 2021 | $1,014,000 | +79.5% | 32,966 | +65.0% | 0.25% | +66.4% |
| Q4 2020 | $565,000 | +81.7% | 19,980 | +52.3% | 0.15% | +60.2% |
| Q3 2020 | $311,000 | +29.6% | 13,120 | +27.8% | 0.09% | +17.7% |
| Q2 2020 | $240,000 | -47.6% | 10,265 | -33.1% | 0.08% | -39.7% |
| Q4 2019 | $458,000 | – | 15,348 | – | 0.13% | – |
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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% |