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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -8.8% | 7,102 | -0.9% | 0.04% | -7.3% |
| Q4 2021 | $226,000 | -30.0% | 7,164 | -27.7% | 0.04% | -43.1% |
| Q3 2021 | $323,000 | +8.0% | 9,912 | +7.1% | 0.07% | +24.1% |
| Q2 2021 | $299,000 | -39.6% | 9,256 | -42.5% | 0.06% | -47.7% |
| Q1 2021 | $495,000 | -2.0% | 16,098 | -10.0% | 0.11% | -1.8% |
| Q4 2020 | $505,000 | +8.8% | 17,883 | -8.6% | 0.11% | +3.7% |
| Q3 2020 | $464,000 | -92.8% | 19,569 | -92.9% | 0.11% | -90.4% |
| Q2 2020 | $6,428,000 | +152.7% | 274,598 | +121.9% | 1.14% | -3.3% |
| Q1 2020 | $2,544,000 | +14.3% | 123,737 | +66.0% | 1.18% | +16.7% |
| Q4 2019 | $2,225,000 | +8.0% | 74,557 | -0.9% | 1.01% | +3.6% |
| Q3 2019 | $2,060,000 | +63.6% | 75,238 | +71.7% | 0.98% | +62.8% |
| Q2 2019 | $1,259,000 | +53.2% | 43,822 | +47.9% | 0.60% | +33.1% |
| Q1 2019 | $822,000 | +18.3% | 29,635 | +10.2% | 0.45% | +2.3% |
| Q4 2018 | $695,000 | – | 26,899 | – | 0.44% | – |
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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% |