SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527 | -14.2% | 10,859 | -10.8% | 0.01% | -11.1% |
| Q2 2023 | $614 | +1.7% | 12,170 | -2.0% | 0.01% | 0.0% |
| Q1 2023 | $604 | -24.7% | 12,417 | -27.7% | 0.01% | -18.2% |
| Q4 2022 | $802 | -99.9% | 17,176 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $730,000 | -6.0% | 17,176 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $777,000 | -15.4% | 17,176 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $918,000 | -3.9% | 17,176 | 0.0% | 0.01% | -17.6% |
| Q4 2021 | $955,000 | +4.7% | 17,176 | -0.7% | 0.02% | 0.0% |
| Q3 2021 | $912,000 | -3.1% | 17,304 | 0.0% | 0.02% | -10.5% |
| Q2 2021 | $941,000 | -3.7% | 17,304 | -10.3% | 0.02% | -9.5% |
| Q1 2021 | $977,000 | +48.7% | 19,295 | +26.1% | 0.02% | +40.0% |
| Q4 2020 | $657,000 | +24.9% | 15,307 | -3.9% | 0.02% | +7.1% |
| Q3 2020 | $526,000 | -2.8% | 15,927 | -6.7% | 0.01% | -12.5% |
| Q2 2020 | $541,000 | +40.5% | 17,067 | +14.7% | 0.02% | +23.1% |
| Q1 2020 | $385,000 | -56.1% | 14,880 | -31.7% | 0.01% | -40.9% |
| Q4 2019 | $876,000 | +266.5% | 21,774 | +243.4% | 0.02% | +175.0% |
| Q3 2019 | $239,000 | – | 6,340 | – | 0.01% | – |
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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% |