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 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $17,614 | +2.8% | 658 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,140 | -11.3% | 658 | -15.6% | 0.00% | -50.0% |
| Q4 2022 | $19,328 | +28.9% | 780 | +18.5% | 0.00% | +100.0% |
| Q3 2022 | $15,000 | -11.8% | 658 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -10.5% | 658 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -9.5% | 662 | -3.6% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -8.7% | 687 | -4.8% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 722 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 722 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $22,000 | +22.2% | 722 | +16.1% | 0.00% | +100.0% |
| Q4 2020 | $18,000 | -33.3% | 622 | -45.3% | 0.00% | -50.0% |
| Q3 2020 | $27,000 | 0.0% | 1,138 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $27,000 | -46.0% | 1,138 | -52.8% | 0.00% | -50.0% |
| Q1 2020 | $50,000 | -30.6% | 2,413 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $72,000 | +278.9% | 2,413 | +244.7% | 0.01% | +40.0% |
| Q3 2019 | $19,000 | -75.0% | 700 | -73.3% | 0.01% | -37.5% |
| Q2 2019 | $76,000 | -6.2% | 2,625 | -10.8% | 0.01% | 0.0% |
| Q1 2019 | $81,000 | +84.1% | 2,944 | +70.1% | 0.01% | +60.0% |
| Q4 2018 | $44,000 | +120.0% | 1,731 | +147.3% | 0.01% | -16.7% |
| Q3 2018 | $20,000 | – | 700 | – | 0.01% | – |
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% |