SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,567 | +0.7% | 403 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $10,494 | -8.0% | 392 | -10.5% | 0.01% | -16.7% |
| Q1 2023 | $11,410 | +5.1% | 438 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $10,854 | -36.2% | 438 | -40.0% | 0.01% | -45.5% |
| Q3 2022 | $17,000 | -29.2% | 730 | -21.5% | 0.01% | -26.7% |
| Q2 2022 | $24,000 | -14.3% | 930 | -4.7% | 0.02% | 0.0% |
| Q1 2022 | $28,000 | 0.0% | 976 | +7.5% | 0.02% | -11.8% |
| Q4 2021 | $28,000 | -6.7% | 908 | -3.8% | 0.02% | -29.2% |
| Q3 2021 | $30,000 | -21.1% | 944 | -20.9% | 0.02% | -22.6% |
| Q2 2021 | $38,000 | +11.8% | 1,193 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $34,000 | – | 1,193 | – | 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% |