SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,054 | -3.2% | 83,605 | +0.7% | 0.62% | -0.8% |
| Q2 2023 | $4,190 | +5.6% | 83,051 | +1.9% | 0.63% | -0.2% |
| Q1 2023 | $3,969 | +4.2% | 81,542 | +0.0% | 0.63% | -2.5% |
| Q4 2022 | $3,809 | -99.9% | 81,527 | +5.8% | 0.64% | +16.1% |
| Q3 2022 | $3,276,000 | -14.0% | 77,044 | -8.5% | 0.55% | -8.3% |
| Q2 2022 | $3,808,000 | -11.4% | 84,159 | +4.7% | 0.60% | +4.3% |
| Q1 2022 | $4,299,000 | -2.1% | 80,415 | +1.8% | 0.58% | +3.9% |
| Q4 2021 | $4,392,000 | +5.0% | 78,975 | -0.5% | 0.56% | -0.7% |
| Q3 2021 | $4,181,000 | -4.6% | 79,364 | -1.5% | 0.56% | -4.3% |
| Q2 2021 | $4,384,000 | +11.2% | 80,596 | +3.6% | 0.59% | +5.4% |
| Q1 2021 | $3,941,000 | +25.4% | 77,800 | +6.3% | 0.56% | +15.1% |
| Q4 2020 | $3,142,000 | +503.1% | 73,207 | +364.1% | 0.48% | +408.4% |
| Q3 2020 | $521,000 | -45.8% | 15,774 | -43.0% | 0.10% | -59.7% |
| Q1 2017 | $961,000 | +14.7% | 27,690 | +12.7% | 0.24% | +4.0% |
| Q4 2016 | $838,000 | +33.9% | 24,563 | +22.2% | 0.23% | +41.0% |
| Q3 2016 | $626,000 | +5.9% | 20,095 | -0.3% | 0.16% | +3.2% |
| Q2 2016 | $591,000 | +6.5% | 20,146 | +4.3% | 0.16% | +1.3% |
| Q1 2016 | $555,000 | +177.5% | 19,322 | +169.7% | 0.15% | +202.0% |
| Q4 2015 | $200,000 | – | 7,164 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
| First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
| WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
| Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
| MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
| Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
| Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
| Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
| Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |