SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,482,165 | -0.2% | 399,777 | +1.9% | 1.12% | -2.1% |
| Q2 2023 | $10,505,391 | +3.2% | 392,431 | +0.4% | 1.14% | -1.2% |
| Q1 2023 | $10,181,155 | +40.6% | 390,831 | +33.8% | 1.16% | +28.0% |
| Q4 2022 | $7,240,425 | -9.5% | 292,188 | -14.4% | 0.90% | -25.7% |
| Q3 2022 | $8,002,000 | -16.2% | 341,375 | -7.3% | 1.22% | -18.5% |
| Q2 2022 | $9,554,000 | -10.0% | 368,444 | +2.0% | 1.49% | -5.3% |
| Q1 2022 | $10,620,000 | -0.1% | 361,359 | +5.4% | 1.58% | -1.5% |
| Q4 2021 | $10,627,000 | +2.6% | 342,723 | +6.7% | 1.60% | -11.3% |
| Q3 2021 | $10,354,000 | +7.5% | 321,255 | +7.6% | 1.80% | -3.2% |
| Q2 2021 | $9,629,000 | +8.8% | 298,585 | +3.7% | 1.86% | +2.3% |
| Q1 2021 | $8,851,000 | +18.0% | 287,849 | +8.5% | 1.82% | +2.5% |
| Q4 2020 | $7,498,000 | +29.1% | 265,306 | +8.4% | 1.78% | +7.3% |
| Q3 2020 | $5,806,000 | +12.3% | 244,782 | +10.9% | 1.66% | +10.3% |
| Q2 2020 | $5,168,000 | +173.4% | 220,758 | +140.1% | 1.50% | +117.9% |
| Q1 2020 | $1,890,000 | +17.9% | 91,948 | +71.1% | 0.69% | +36.2% |
| Q4 2019 | $1,603,000 | – | 53,726 | – | 0.51% | – |
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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% |