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 | $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% | – |
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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% |