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 | $1,114 | -5.3% | 22,978 | -1.5% | 0.04% | -2.6% |
| Q2 2023 | $1,176 | +1.1% | 23,320 | -2.4% | 0.04% | -4.9% |
| Q1 2023 | $1,163 | -2.5% | 23,896 | -6.4% | 0.04% | -4.7% |
| Q4 2022 | $1,193 | -99.9% | 25,524 | -8.5% | 0.04% | -23.2% |
| Q3 2022 | $1,187,000 | -5.7% | 27,898 | +0.2% | 0.06% | -12.5% |
| Q2 2022 | $1,259,000 | -12.8% | 27,838 | +3.1% | 0.06% | -3.0% |
| Q1 2022 | $1,443,000 | -2.6% | 27,008 | +1.3% | 0.07% | 0.0% |
| Q4 2021 | $1,482,000 | +7.3% | 26,655 | +1.7% | 0.07% | -2.9% |
| Q3 2021 | $1,381,000 | +7.1% | 26,216 | +10.6% | 0.07% | +17.2% |
| Q2 2021 | $1,289,000 | +8.8% | 23,702 | +1.3% | 0.06% | 0.0% |
| Q1 2021 | $1,185,000 | +10.9% | 23,391 | -6.1% | 0.06% | 0.0% |
| Q4 2020 | $1,069,000 | +29.7% | 24,905 | -0.1% | 0.06% | +13.7% |
| Q3 2020 | $824,000 | – | 24,930 | – | 0.05% | – |
Download | ||||||
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% |