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 | $30,508,710 | +8363.9% | 1,163,566 | +8541.4% | 0.01% | – |
| Q2 2023 | $360,457 | +14.1% | 13,465 | +11.0% | 0.00% | – |
| Q1 2023 | $315,931 | +8.6% | 12,127 | +3.3% | 0.00% | – |
| Q4 2022 | $290,833 | +33.4% | 11,737 | +26.0% | 0.00% | – |
| Q3 2022 | $218,000 | -17.7% | 9,316 | -8.6% | 0.00% | – |
| Q2 2022 | $265,000 | -23.0% | 10,192 | -14.3% | 0.00% | – |
| Q1 2022 | $344,000 | -16.7% | 11,886 | -10.8% | 0.00% | – |
| Q4 2021 | $413,000 | -30.6% | 13,325 | -27.8% | 0.00% | – |
| Q3 2021 | $595,000 | -17.9% | 18,461 | -18.0% | 0.00% | – |
| Q2 2021 | $725,000 | +77.3% | 22,501 | +69.1% | 0.00% | – |
| Q1 2021 | $409,000 | +80.2% | 13,308 | +66.0% | 0.00% | – |
| Q4 2020 | $227,000 | +138.9% | 8,015 | +99.0% | 0.00% | – |
| Q3 2020 | $95,000 | +20.3% | 4,028 | +18.2% | 0.00% | – |
| Q2 2020 | $79,000 | -20.2% | 3,407 | -29.8% | 0.00% | – |
| Q1 2020 | $99,000 | -55.6% | 4,851 | -35.3% | 0.00% | – |
| Q4 2019 | $223,000 | +12.1% | 7,497 | +3.1% | 0.00% | – |
| Q3 2019 | $199,000 | +19.2% | 7,273 | +25.5% | 0.00% | – |
| Q2 2019 | $167,000 | +111.4% | 5,796 | +102.6% | 0.00% | – |
| Q1 2019 | $79,000 | -10.2% | 2,861 | -15.9% | 0.00% | – |
| Q4 2018 | $88,000 | -72.8% | 3,400 | -69.8% | 0.00% | – |
| Q3 2018 | $324,000 | +6.9% | 11,241 | +2.5% | 0.00% | – |
| Q2 2018 | $303,000 | +9.8% | 10,966 | +24.1% | 0.00% | – |
| Q1 2018 | $276,000 | +885.7% | 8,836 | +829.1% | 0.00% | – |
| Q4 2017 | $28,000 | +211.1% | 951 | +217.0% | 0.00% | – |
| Q3 2017 | $9,000 | +50.0% | 300 | +44.2% | 0.00% | – |
| Q2 2017 | $6,000 | +20.0% | 208 | +4.0% | 0.00% | – |
| Q1 2017 | $5,000 | +150.0% | 200 | +100.0% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | -83.3% | 100 | -82.3% | 0.00% | – |
| Q2 2016 | $12,000 | – | 565 | – | 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% |