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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,010 | -4.3% | 11,319 | -6.9% | 0.16% | -10.7% |
| Q1 2023 | $316,716 | +1.0% | 12,158 | -3.9% | 0.18% | -6.8% |
| Q4 2022 | $313,541 | -45.0% | 12,653 | -48.0% | 0.19% | -48.9% |
| Q3 2022 | $570,000 | -39.1% | 24,324 | -24.8% | 0.37% | -27.2% |
| Q1 2022 | $936,000 | -9.8% | 32,327 | -3.5% | 0.51% | -7.3% |
| Q4 2021 | $1,038,000 | -20.9% | 33,483 | -17.8% | 0.55% | -27.7% |
| Q3 2021 | $1,313,000 | +0.4% | 40,753 | +0.5% | 0.76% | -1.0% |
| Q2 2021 | $1,308,000 | +20.7% | 40,549 | +15.0% | 0.77% | +3.8% |
| Q1 2021 | $1,084,000 | +4.4% | 35,256 | -2.2% | 0.74% | -2.2% |
| Q4 2020 | $1,038,000 | – | 36,042 | – | 0.76% | – |
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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% |