SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,887,313 | -8.1% | 456,118 | -5.6% | 0.02% | -25.0% |
| Q2 2023 | $12,934,910 | +4.7% | 483,272 | +1.9% | 0.02% | -20.0% |
| Q1 2023 | $12,355,120 | +6.1% | 474,380 | +0.9% | 0.03% | 0.0% |
| Q4 2022 | $11,644,143 | -17.1% | 470,074 | -21.6% | 0.03% | -60.0% |
| Q3 2022 | $14,042,000 | -12.5% | 599,654 | -3.1% | 0.08% | +2.7% |
| Q2 2022 | $16,053,000 | -6.8% | 618,892 | +4.0% | 0.07% | +43.1% |
| Q1 2022 | $17,229,000 | +20.1% | 595,072 | +28.6% | 0.05% | +4.1% |
| Q4 2021 | $14,347,000 | – | 462,836 | – | 0.05% | – |
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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% |