SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,088,246 | +9.0% | 194,060 | +11.3% | 1.14% | +10.0% |
| Q2 2023 | $4,669,083 | +14.9% | 174,415 | +11.8% | 1.04% | +8.9% |
| Q1 2023 | $4,064,531 | +15.5% | 156,028 | +9.8% | 0.95% | +8.4% |
| Q4 2022 | $3,520,124 | +70.2% | 142,055 | +61.0% | 0.88% | +36.6% |
| Q3 2022 | $2,068,000 | +13.9% | 88,208 | +26.1% | 0.64% | +15.3% |
| Q2 2022 | $1,815,000 | +26.7% | 69,978 | +51.4% | 0.56% | +41.7% |
| Q4 2021 | $1,432,000 | +5.9% | 46,219 | +10.2% | 0.39% | -1.8% |
| Q3 2021 | $1,352,000 | – | 41,951 | – | 0.40% | – |
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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% |