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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,047,000 | +34.7% | 33,776 | +40.2% | 0.00% | – |
| Q3 2021 | $777,000 | -23.6% | 24,098 | -23.6% | 0.00% | -100.0% |
| Q2 2021 | $1,017,000 | +31.6% | 31,536 | +25.5% | 0.00% | – |
| Q1 2021 | $773,000 | +8.6% | 25,122 | -0.3% | 0.00% | – |
| Q4 2020 | $712,000 | +17.1% | 25,202 | -1.7% | 0.00% | – |
| Q3 2020 | $608,000 | -1.0% | 25,636 | -2.2% | 0.00% | – |
| Q2 2020 | $614,000 | -76.9% | 26,207 | -79.8% | 0.00% | -100.0% |
| Q1 2020 | $2,662,000 | -43.3% | 129,490 | -17.6% | 0.00% | -33.3% |
| Q4 2019 | $4,691,000 | +14.8% | 157,204 | +5.3% | 0.00% | 0.0% |
| Q3 2019 | $4,087,000 | +2.0% | 149,264 | +7.1% | 0.00% | 0.0% |
| Q2 2019 | $4,006,000 | +3.6% | 139,403 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,865,000 | +13.6% | 139,377 | +5.8% | 0.00% | 0.0% |
| Q4 2018 | $3,402,000 | -65.2% | 131,699 | -61.2% | 0.00% | -66.7% |
| Q3 2018 | $9,787,000 | -3.5% | 339,576 | -7.3% | 0.01% | -10.0% |
| Q2 2018 | $10,141,000 | -10.1% | 366,362 | +1.3% | 0.01% | -9.1% |
| Q1 2018 | $11,279,000 | +21.1% | 361,623 | +15.2% | 0.01% | +22.2% |
| Q4 2017 | $9,315,000 | +5.3% | 313,962 | +1.7% | 0.01% | -10.0% |
| Q3 2017 | $8,847,000 | – | 308,700 | – | 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% |