SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,030,000 | -4.1% | 62,489 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $3,159,000 | +3.1% | 62,641 | -0.5% | 0.00% | 0.0% |
| Q1 2023 | $3,064,000 | +5.8% | 62,960 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $2,895,000 | -11.4% | 61,973 | -19.4% | 0.00% | 0.0% |
| Q3 2022 | $3,269,000 | +78.4% | 76,865 | +89.9% | 0.00% | 0.0% |
| Q2 2022 | $1,832,000 | +70.3% | 40,478 | +101.2% | 0.00% | – |
| Q1 2022 | $1,076,000 | -22.0% | 20,116 | -18.9% | 0.00% | – |
| Q4 2021 | $1,380,000 | +114.0% | 24,816 | +102.5% | 0.00% | – |
| Q3 2021 | $645,000 | -28.3% | 12,255 | -26.0% | 0.00% | – |
| Q2 2021 | $900,000 | -57.3% | 16,557 | -60.2% | 0.00% | -100.0% |
| Q1 2021 | $2,109,000 | +1170.5% | 41,628 | +978.4% | 0.00% | – |
| Q4 2020 | $166,000 | -81.3% | 3,860 | -85.6% | 0.00% | – |
| Q3 2020 | $889,000 | -10.7% | 26,889 | -14.2% | 0.00% | – |
| Q2 2020 | $995,000 | +1479.4% | 31,349 | +1192.7% | 0.00% | – |
| Q1 2020 | $63,000 | -94.6% | 2,425 | -91.6% | 0.00% | – |
| Q4 2019 | $1,163,000 | +308.1% | 28,906 | +282.7% | 0.00% | – |
| Q3 2019 | $285,000 | -70.3% | 7,554 | -70.3% | 0.00% | – |
| Q2 2019 | $959,000 | +104.0% | 25,457 | +102.1% | 0.00% | – |
| Q1 2019 | $470,000 | +85.0% | 12,595 | +63.1% | 0.00% | – |
| Q4 2018 | $254,000 | -22.3% | 7,722 | -3.7% | 0.00% | – |
| Q3 2018 | $327,000 | -31.2% | 8,017 | -32.5% | 0.00% | – |
| Q2 2018 | $475,000 | +42.2% | 11,874 | +32.7% | 0.00% | – |
| Q1 2018 | $334,000 | -15.4% | 8,947 | -14.1% | 0.00% | – |
| Q4 2017 | $395,000 | -27.5% | 10,419 | -30.7% | 0.00% | – |
| Q3 2017 | $545,000 | +39.0% | 15,026 | +33.1% | 0.00% | – |
| Q2 2017 | $392,000 | +62.7% | 11,289 | +62.6% | 0.00% | – |
| Q1 2017 | $241,000 | -25.2% | 6,942 | -26.6% | 0.00% | – |
| Q4 2016 | $322,000 | +222.0% | 9,453 | +196.8% | 0.00% | – |
| Q3 2016 | $100,000 | -32.4% | 3,185 | -36.8% | 0.00% | – |
| Q2 2016 | $148,000 | +62.6% | 5,042 | +58.3% | 0.00% | – |
| Q1 2016 | $91,000 | -87.8% | 3,185 | -88.1% | 0.00% | – |
| Q4 2015 | $746,000 | +638.6% | 26,671 | +620.8% | 0.00% | – |
| Q3 2015 | $101,000 | -47.7% | 3,700 | -41.9% | 0.00% | – |
| Q2 2015 | $193,000 | -76.7% | 6,363 | -76.2% | 0.00% | -100.0% |
| Q1 2015 | $829,000 | +78.3% | 26,709 | +71.4% | 0.00% | – |
| Q4 2014 | $465,000 | -59.9% | 15,579 | -60.3% | 0.00% | -100.0% |
| Q2 2014 | $1,161,000 | +50.8% | 39,250 | +46.0% | 0.00% | 0.0% |
| Q1 2014 | $770,000 | +246.8% | 26,890 | +239.7% | 0.00% | – |
| Q4 2013 | $222,000 | – | 7,915 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |