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 | $3,315,710 | +13.8% | 68,378 | +18.4% | 0.00% | 0.0% |
| Q2 2023 | $2,914,610 | +21.6% | 57,773 | +17.3% | 0.00% | +33.3% |
| Q1 2023 | $2,396,824 | +24.3% | 49,246 | +19.3% | 0.00% | 0.0% |
| Q4 2022 | $1,928,437 | +92.1% | 41,276 | +74.7% | 0.00% | +50.0% |
| Q3 2022 | $1,004,000 | +137.9% | 23,621 | +153.8% | 0.00% | +100.0% |
| Q2 2022 | $422,000 | +9.3% | 9,306 | +29.0% | 0.00% | 0.0% |
| Q1 2022 | $386,000 | +52.6% | 7,213 | +58.6% | 0.00% | – |
| Q4 2021 | $253,000 | +68.7% | 4,547 | +59.7% | 0.00% | – |
| Q3 2021 | $150,000 | +27.1% | 2,847 | +30.4% | 0.00% | – |
| Q2 2021 | $118,000 | -22.9% | 2,183 | -27.5% | 0.00% | – |
| Q1 2021 | $153,000 | +28.6% | 3,012 | +9.0% | 0.00% | – |
| Q4 2020 | $119,000 | +891.7% | 2,763 | +640.8% | 0.00% | – |
| Q3 2020 | $12,000 | -20.0% | 373 | -20.8% | 0.00% | – |
| Q2 2020 | $15,000 | +1400.0% | 471 | +741.1% | 0.00% | – |
| Q1 2020 | $1,000 | -99.2% | 56 | -98.2% | 0.00% | – |
| Q4 2019 | $127,000 | -17.0% | 3,154 | -22.1% | 0.00% | -100.0% |
| Q3 2019 | $153,000 | +31.9% | 4,051 | +32.1% | 0.00% | – |
| Q2 2019 | $116,000 | -26.1% | 3,067 | -27.3% | 0.00% | -100.0% |
| Q1 2019 | $157,000 | -30.5% | 4,216 | -38.7% | 0.00% | 0.0% |
| Q4 2018 | $226,000 | -23.6% | 6,876 | -5.4% | 0.00% | 0.0% |
| Q3 2018 | $296,000 | +11.7% | 7,266 | +9.4% | 0.00% | 0.0% |
| Q2 2018 | $265,000 | +93.4% | 6,639 | +81.1% | 0.00% | 0.0% |
| Q1 2018 | $137,000 | +20.2% | 3,666 | +21.9% | 0.00% | 0.0% |
| Q4 2017 | $114,000 | +17.5% | 3,007 | +12.1% | 0.00% | 0.0% |
| Q3 2017 | $97,000 | +67.2% | 2,683 | +60.4% | 0.00% | – |
| Q2 2017 | $58,000 | +205.3% | 1,673 | +203.1% | 0.00% | – |
| Q1 2017 | $19,000 | +111.1% | 552 | +108.3% | 0.00% | – |
| Q4 2016 | $9,000 | – | 265 | – | 0.00% | – |
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% |