SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,759 | +235.7% | 1,974 | +242.7% | 0.01% | +200.0% |
| Q2 2023 | $15,420 | +10.0% | 576 | +7.1% | 0.00% | 0.0% |
| Q1 2023 | $14,015 | -69.8% | 538 | -71.3% | 0.00% | -66.7% |
| Q4 2022 | $46,438 | +828.8% | 1,874 | +918.5% | 0.01% | +500.0% |
| Q2 2022 | $5,000 | -99.9% | 184 | -99.8% | 0.00% | -99.8% |
| Q4 2021 | $3,749,000 | +185.1% | 120,967 | +196.5% | 0.44% | +166.7% |
| Q3 2021 | $1,315,000 | +647.2% | 40,792 | +648.8% | 0.16% | +650.0% |
| Q2 2021 | $176,000 | +1660.0% | 5,448 | +1488.3% | 0.02% | +1000.0% |
| Q4 2020 | $10,000 | -33.3% | 343 | -45.6% | 0.00% | -33.3% |
| Q3 2020 | $15,000 | -61.5% | 630 | -57.5% | 0.00% | -62.5% |
| Q2 2017 | $39,000 | – | 1,483 | – | 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% |