SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,894 | -87.2% | 7,320 | -87.6% | 0.13% | -89.9% |
| Q4 2022 | $1,572,644 | +35.7% | 59,078 | +18.3% | 1.33% | +21.5% |
| Q3 2022 | $1,159,000 | -27.0% | 49,953 | -20.1% | 1.09% | -5.8% |
| Q2 2022 | $1,587,000 | -31.7% | 62,520 | -21.6% | 1.16% | -26.8% |
| Q1 2022 | $2,324,000 | -6.0% | 79,756 | -0.8% | 1.58% | +1.3% |
| Q4 2021 | $2,473,000 | – | 80,394 | – | 1.56% | – |
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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% |