SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,586 | -67.0% | 3,112 | -66.3% | 0.00% | – |
| Q2 2023 | $247,338 | -6.6% | 9,239 | -9.1% | 0.00% | – |
| Q1 2023 | $264,843 | -5.4% | 10,167 | -10.0% | 0.00% | – |
| Q4 2022 | $279,920 | -11.1% | 11,296 | -16.0% | 0.00% | – |
| Q3 2022 | $315,000 | -20.9% | 13,445 | -12.5% | 0.00% | – |
| Q2 2022 | $398,000 | -35.2% | 15,362 | -27.6% | 0.00% | -100.0% |
| Q1 2022 | $614,000 | -11.5% | 21,213 | -5.3% | 0.00% | 0.0% |
| Q4 2021 | $694,000 | -11.9% | 22,390 | -8.6% | 0.00% | 0.0% |
| Q3 2021 | $788,000 | +282.5% | 24,492 | +285.9% | 0.00% | – |
| Q2 2021 | $206,000 | +5.1% | 6,347 | 0.0% | 0.00% | – |
| Q1 2021 | $196,000 | -15.9% | 6,347 | -22.7% | 0.00% | – |
| Q4 2020 | $233,000 | +20.1% | 8,213 | 0.0% | 0.00% | – |
| Q3 2020 | $194,000 | +88.3% | 8,213 | +85.8% | 0.00% | – |
| Q2 2020 | $103,000 | 0.0% | 4,421 | -11.5% | 0.00% | – |
| Q1 2020 | $103,000 | -32.7% | 4,994 | -2.1% | 0.00% | – |
| Q4 2019 | $153,000 | +7.0% | 5,099 | -2.3% | 0.00% | – |
| Q3 2019 | $143,000 | +50.5% | 5,221 | +57.8% | 0.00% | – |
| Q2 2019 | $95,000 | +17.3% | 3,308 | +12.5% | 0.00% | – |
| Q1 2019 | $81,000 | +189.3% | 2,941 | +172.8% | 0.00% | – |
| Q4 2018 | $28,000 | -9.7% | 1,078 | +0.1% | 0.00% | – |
| Q3 2018 | $31,000 | -6.1% | 1,077 | -10.5% | 0.00% | – |
| Q2 2018 | $33,000 | +65.0% | 1,204 | +88.7% | 0.00% | – |
| Q1 2018 | $20,000 | +53.8% | 638 | +47.3% | 0.00% | – |
| Q4 2017 | $13,000 | +8.3% | 433 | 0.0% | 0.00% | – |
| Q3 2017 | $12,000 | -57.1% | 433 | -71.1% | 0.00% | – |
| Q3 2015 | $28,000 | -22.2% | 1,500 | 0.0% | 0.00% | – |
| Q2 2015 | $36,000 | – | 1,500 | – | 0.00% | – |
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% |