SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,372,364 | -2.7% | 319,312 | -0.7% | 0.17% | -0.6% |
| Q2 2023 | $8,604,953 | +1.8% | 321,440 | -0.9% | 0.17% | -4.5% |
| Q1 2023 | $8,452,237 | +76.0% | 324,462 | +67.4% | 0.18% | +63.3% |
| Q4 2022 | $4,802,712 | -25.6% | 193,814 | -29.6% | 0.11% | -31.4% |
| Q3 2022 | $6,453,000 | -1.9% | 275,312 | +8.6% | 0.16% | +3.2% |
| Q2 2022 | $6,576,000 | -9.8% | 253,604 | +0.7% | 0.15% | +2.0% |
| Q1 2022 | $7,288,000 | -0.6% | 251,731 | +6.4% | 0.15% | +2.0% |
| Q4 2021 | $7,332,000 | -4.3% | 236,582 | -0.5% | 0.15% | -11.9% |
| Q3 2021 | $7,663,000 | +0.3% | 237,759 | +0.4% | 0.17% | +2.4% |
| Q2 2021 | $7,637,000 | +19.9% | 236,814 | +14.4% | 0.16% | +4.5% |
| Q1 2021 | $6,368,000 | +5.7% | 207,084 | -2.8% | 0.16% | -1.3% |
| Q4 2020 | $6,023,000 | +14.0% | 213,144 | -4.3% | 0.16% | +1.3% |
| Q3 2020 | $5,285,000 | +1.3% | 222,797 | -0.0% | 0.16% | -6.0% |
| Q2 2020 | $5,216,000 | +14.1% | 222,827 | +0.2% | 0.17% | -2.9% |
| Q1 2020 | $4,571,000 | -10.9% | 222,306 | +29.4% | 0.17% | +3.6% |
| Q4 2019 | $5,128,000 | +519.3% | 171,845 | +468.1% | 0.17% | +435.5% |
| Q3 2019 | $828,000 | – | 30,249 | – | 0.03% | – |
Download | ||||||
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% |