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 | $301,180 | -9.8% | 11,251 | -12.3% | 0.21% | -20.5% |
| Q1 2023 | $334,033 | -40.9% | 12,823 | -43.7% | 0.26% | -47.4% |
| Q4 2022 | $564,748 | +4.8% | 22,790 | -0.9% | 0.50% | +0.4% |
| Q3 2022 | $539,000 | -12.1% | 22,991 | -2.7% | 0.50% | -9.1% |
| Q2 2022 | $613,000 | +4.1% | 23,621 | +16.1% | 0.55% | +5.4% |
| Q1 2022 | $589,000 | +45.4% | 20,339 | +55.6% | 0.52% | +47.9% |
| Q4 2021 | $405,000 | -0.5% | 13,068 | +3.4% | 0.35% | -7.1% |
| Q3 2021 | $407,000 | +51.9% | 12,636 | +51.9% | 0.38% | +47.3% |
| Q2 2021 | $268,000 | +100.0% | 8,319 | +75.1% | 0.26% | +96.9% |
| Q4 2020 | $134,000 | – | 4,750 | – | 0.13% | – |
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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% |