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 | $32,067 | -1.0% | 1,223 | +1.1% | 0.00% | – |
| Q2 2023 | $32,392 | +644.6% | 1,210 | +624.6% | 0.00% | – |
| Q1 2023 | $4,350 | +1.5% | 167 | -3.5% | 0.00% | – |
| Q4 2022 | $4,287 | +7.2% | 173 | +1.8% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 170 | +1.8% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 167 | -10.2% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 186 | -1.6% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 189 | +13.2% | 0.00% | – |
| Q3 2021 | $5,000 | -44.4% | 167 | -38.1% | 0.00% | – |
| Q2 2021 | $9,000 | +200.0% | 270 | +162.1% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 103 | -14.9% | 0.00% | – |
| Q4 2020 | $3,000 | +200.0% | 121 | +98.4% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 61 | -1.6% | 0.00% | – |
| Q1 2020 | $1,000 | -88.9% | 62 | -78.6% | 0.00% | – |
| Q4 2019 | $9,000 | +12.5% | 290 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | +300.0% | 290 | +367.7% | 0.00% | – |
| Q2 2019 | $2,000 | -94.4% | 62 | -95.3% | 0.00% | – |
| Q1 2019 | $36,000 | +5.9% | 1,312 | -1.3% | 0.00% | – |
| Q4 2018 | $34,000 | -10.5% | 1,329 | +1.3% | 0.00% | – |
| Q3 2018 | $38,000 | +5.6% | 1,312 | +0.1% | 0.00% | – |
| Q2 2018 | $36,000 | -12.2% | 1,311 | 0.0% | 0.00% | – |
| Q1 2018 | $41,000 | +5.1% | 1,311 | 0.0% | 0.00% | – |
| Q4 2017 | $39,000 | +2.6% | 1,311 | 0.0% | 0.00% | – |
| Q3 2017 | $38,000 | +3700.0% | 1,311 | +6455.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 20 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 20 | -52.4% | 0.00% | – |
| Q2 2016 | $1,000 | – | 42 | +110.0% | 0.00% | – |
| Q1 2016 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 20 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | -100.0% | 20 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | – | 20 | – | 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% |