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 | $1,027,876 | -2.2% | 39,202 | -0.1% | 0.28% | +10.8% |
| Q2 2023 | $1,050,910 | +1.5% | 39,257 | -1.2% | 0.25% | +1.2% |
| Q1 2023 | $1,035,149 | +5.1% | 39,737 | 0.0% | 0.25% | +1.2% |
| Q4 2022 | $984,683 | -12.2% | 39,737 | -17.0% | 0.24% | -20.8% |
| Q3 2022 | $1,122,000 | -9.5% | 47,880 | +0.1% | 0.31% | -5.2% |
| Q2 2022 | $1,240,000 | -10.0% | 47,837 | +0.5% | 0.32% | +11.0% |
| Q1 2022 | $1,378,000 | -14.3% | 47,616 | -8.2% | 0.29% | -18.9% |
| Q4 2021 | $1,608,000 | +8.4% | 51,879 | +12.7% | 0.36% | +8.1% |
| Q3 2021 | $1,484,000 | -41.0% | 46,033 | -50.8% | 0.33% | -8.0% |
| Q2 2021 | $2,516,000 | +83.6% | 93,495 | +109.9% | 0.36% | +6.5% |
| Q1 2021 | $1,370,000 | -1.5% | 44,546 | -9.5% | 0.34% | -10.3% |
| Q4 2020 | $1,391,000 | -18.6% | 49,233 | +0.5% | 0.38% | -28.9% |
| Q3 2020 | $1,709,000 | +49.1% | 49,001 | +0.1% | 0.53% | +35.3% |
| Q2 2020 | $1,146,000 | +71.8% | 48,949 | +110.3% | 0.39% | -9.2% |
| Q1 2020 | $667,000 | +1526.8% | 23,279 | +1485.8% | 0.43% | +2452.9% |
| Q1 2019 | $41,000 | -37.9% | 1,468 | -42.7% | 0.02% | -43.3% |
| Q4 2018 | $66,000 | – | 2,563 | – | 0.03% | – |
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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% |