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 | $2,532,092 | -4.9% | 96,571 | -2.9% | 0.99% | -5.2% |
| Q2 2023 | $2,663,240 | +15.9% | 99,486 | +12.8% | 1.04% | +9.9% |
| Q1 2023 | $2,297,245 | +20.7% | 88,186 | +14.8% | 0.95% | +10.6% |
| Q4 2022 | $1,903,500 | +1.2% | 76,816 | -4.2% | 0.86% | -8.5% |
| Q3 2022 | $1,880,000 | +700.0% | 80,206 | +784.3% | 0.94% | +817.6% |
| Q2 2022 | $235,000 | -13.0% | 9,070 | -2.7% | 0.10% | -1.0% |
| Q1 2022 | $270,000 | -40.1% | 9,320 | -35.9% | 0.10% | -41.8% |
| Q4 2021 | $451,000 | – | 14,545 | – | 0.18% | – |
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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% |