SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,407,999 | +4.3% | 206,255 | +6.4% | 3.51% | +0.9% |
| Q2 2023 | $5,187,085 | +5.7% | 193,765 | +2.8% | 3.48% | +4.5% |
| Q1 2023 | $4,909,524 | +10.9% | 188,465 | +5.5% | 3.33% | +2.4% |
| Q4 2022 | $4,428,618 | +14.1% | 178,717 | +8.0% | 3.25% | +1.6% |
| Q3 2022 | $3,880,000 | -0.3% | 165,540 | +10.2% | 3.20% | +3.6% |
| Q2 2022 | $3,893,000 | -17.3% | 150,153 | -7.7% | 3.09% | -6.3% |
| Q1 2022 | $4,709,000 | +13.4% | 162,676 | +21.4% | 3.29% | +0.3% |
| Q4 2021 | $4,153,000 | -2.5% | 134,026 | +1.4% | 3.28% | -6.1% |
| Q3 2021 | $4,261,000 | +0.2% | 132,215 | +0.2% | 3.50% | -3.8% |
| Q2 2021 | $4,254,000 | +7.5% | 131,892 | +2.5% | 3.63% | +0.1% |
| Q1 2021 | $3,956,000 | +16.1% | 128,663 | +6.7% | 3.63% | +4.3% |
| Q4 2020 | $3,407,000 | – | 120,564 | – | 3.48% | – |
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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% |