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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,780 | -1.1% | 14,675 | +0.9% | 0.02% | +4.3% |
| Q2 2023 | $389,157 | +21.1% | 14,537 | +17.9% | 0.02% | +15.0% |
| Q1 2023 | $321,279 | +5.1% | 12,333 | 0.0% | 0.02% | -13.0% |
| Q4 2022 | $305,616 | +14.9% | 12,333 | +8.6% | 0.02% | +4.5% |
| Q3 2022 | $266,000 | -9.5% | 11,355 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $294,000 | +1.4% | 11,355 | +13.4% | 0.02% | -12.5% |
| Q1 2022 | $290,000 | +37.4% | 10,013 | +46.9% | 0.02% | +33.3% |
| Q4 2021 | $211,000 | -0.5% | 6,814 | +3.7% | 0.02% | -14.3% |
| Q3 2021 | $212,000 | 0.0% | 6,569 | 0.0% | 0.02% | -12.5% |
| Q2 2021 | $212,000 | +5.5% | 6,569 | +0.6% | 0.02% | -22.6% |
| Q1 2021 | $201,000 | – | 6,531 | – | 0.03% | – |
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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% |