SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,343,519 | -3.6% | 318,212 | -1.6% | 1.90% | +4.8% |
| Q2 2023 | $8,654,287 | +6.3% | 323,283 | +3.4% | 1.82% | -0.2% |
| Q1 2023 | $8,144,062 | +20.3% | 312,632 | +14.4% | 1.82% | +10.8% |
| Q4 2022 | $6,771,207 | +52.2% | 273,253 | +44.0% | 1.64% | +36.0% |
| Q3 2022 | $4,448,000 | +9.4% | 189,782 | +21.0% | 1.21% | +9.1% |
| Q2 2022 | $4,066,000 | +561.1% | 156,792 | +637.6% | 1.11% | +652.4% |
| Q1 2022 | $615,000 | -21.7% | 21,256 | -16.1% | 0.15% | -24.6% |
| Q4 2021 | $785,000 | +1166.1% | 25,331 | +868.7% | 0.20% | +333.3% |
| Q3 2021 | $62,000 | -66.7% | 2,615 | -54.7% | 0.04% | -15.1% |
| Q2 2021 | $186,000 | +5.1% | 5,772 | +0.0% | 0.05% | -20.9% |
| Q1 2021 | $177,000 | +139.2% | 5,770 | +120.2% | 0.07% | +48.9% |
| Q4 2020 | $74,000 | +19.4% | 2,620 | +0.2% | 0.04% | 0.0% |
| Q3 2020 | $62,000 | +1.6% | 2,615 | 0.0% | 0.04% | -10.0% |
| Q2 2020 | $61,000 | +13.0% | 2,615 | +0.0% | 0.05% | -9.1% |
| Q1 2020 | $54,000 | – | 2,614 | – | 0.06% | – |
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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% |