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 | $1,549 | -75.6% | 59 | -75.1% | 0.00% | – |
| Q2 2023 | $6,346 | -92.5% | 237 | -92.7% | 0.00% | -100.0% |
| Q1 2023 | $84,742 | +564846.7% | 3,253 | +445.8% | 0.00% | +200.0% |
| Q4 2022 | $15 | -99.9% | 596 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -63.2% | 606 | -58.3% | 0.00% | -50.0% |
| Q2 2022 | $38,000 | -85.0% | 1,453 | -83.4% | 0.00% | -71.4% |
| Q1 2022 | $253,000 | +75.7% | 8,748 | +88.9% | 0.01% | +133.3% |
| Q4 2021 | $144,000 | +0.7% | 4,632 | +4.7% | 0.00% | -25.0% |
| Q3 2021 | $143,000 | -36.7% | 4,422 | -36.9% | 0.00% | -33.3% |
| Q2 2021 | $226,000 | +143.0% | 7,013 | +131.7% | 0.01% | +200.0% |
| Q1 2021 | $93,000 | – | 3,027 | – | 0.00% | – |
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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% |