SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. 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 | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |