SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,844,543 | +3.6% | 222,904 | +5.7% | 1.22% | +4.1% |
| Q2 2023 | $5,642,768 | +9.0% | 210,787 | +6.1% | 1.17% | +2.4% |
| Q1 2023 | $5,175,015 | +29.9% | 198,657 | +23.5% | 1.14% | +23.3% |
| Q4 2022 | $3,985,194 | +15.1% | 160,823 | +8.9% | 0.93% | +6.7% |
| Q3 2022 | $3,461,000 | -33.0% | 147,658 | -25.8% | 0.87% | -31.0% |
| Q2 2022 | $5,162,000 | – | 199,080 | – | 1.26% | – |
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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% |