SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $616 | +2.8% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $599 | -99.9% | 23 | -99.9% | 0.00% | -100.0% |
| Q4 2019 | $670,000 | -34.8% | 22,454 | -40.2% | 0.02% | -40.0% |
| Q3 2019 | $1,028,000 | -4.7% | 37,539 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $1,079,000 | +3.7% | 37,539 | 0.0% | 0.03% | +4.0% |
| Q1 2019 | $1,041,000 | +7.3% | 37,539 | 0.0% | 0.02% | -10.7% |
| Q4 2018 | $970,000 | +74.8% | 37,539 | +95.0% | 0.03% | +100.0% |
| Q3 2018 | $555,000 | -54.2% | 19,246 | -56.1% | 0.01% | -57.6% |
| Q2 2018 | $1,213,000 | – | 43,823 | – | 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% |