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 2022 | $48,708 | -9.6% | 2,078 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $53,883 | -44.1% | 2,078 | -37.6% | 0.00% | -33.3% |
| Q1 2022 | $96,404 | -6.6% | 3,330 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $103,197 | -3.8% | 3,330 | +0.1% | 0.00% | -25.0% |
| Q3 2021 | $107,261 | -5.6% | 3,328 | -5.6% | 0.00% | 0.0% |
| Q2 2021 | $113,681 | -16.1% | 3,525 | -20.0% | 0.00% | -33.3% |
| Q1 2021 | $135,421 | +24.7% | 4,404 | +14.6% | 0.01% | 0.0% |
| Q4 2020 | $108,602 | +2.6% | 3,843 | -13.9% | 0.01% | 0.0% |
| Q3 2020 | $105,843 | -15.6% | 4,462 | -16.7% | 0.01% | -25.0% |
| Q2 2020 | $125,396 | +17.5% | 5,356 | +3.2% | 0.01% | -11.1% |
| Q1 2020 | $106,697 | -2.1% | 5,190 | +42.2% | 0.01% | +12.5% |
| Q4 2019 | $108,933 | +8.3% | 3,651 | -0.6% | 0.01% | 0.0% |
| Q3 2019 | $100,549 | -41.6% | 3,672 | -38.7% | 0.01% | -46.7% |
| Q2 2019 | $172,295 | +76.0% | 5,995 | +69.8% | 0.02% | +66.7% |
| Q1 2019 | $97,886 | +7.4% | 3,530 | +0.0% | 0.01% | -18.2% |
| Q4 2018 | $91,163 | -6.8% | 3,529 | +4.0% | 0.01% | 0.0% |
| Q3 2018 | $97,786 | +11.6% | 3,393 | +7.2% | 0.01% | -8.3% |
| Q2 2018 | $87,607 | +3.3% | 3,165 | +16.4% | 0.01% | -7.7% |
| Q1 2018 | $84,774 | +102.8% | 2,718 | +92.9% | 0.01% | +85.7% |
| Q4 2017 | $41,805 | – | 1,409 | – | 0.01% | – |
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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% |