Opus Capital Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 266 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Opus Capital Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$421
-3.7%
8,674
+0.0%
0.08%
-1.3%
Q2 2023$437
+2.6%
8,672
-0.9%
0.08%
-2.6%
Q1 2023$426
+4.2%
8,747
+0.0%
0.08%
-1.3%
Q4 2022$409
-99.9%
8,744
-8.2%
0.08%
-10.2%
Q3 2022$405,000
-6.0%
9,528
+0.0%
0.09%
+1.1%
Q2 2022$431,000
-14.1%
9,525
+1.4%
0.09%
-11.2%
Q1 2022$502,000
-3.8%
9,393
+0.0%
0.10%
-9.3%
Q4 2021$522,000
+23.1%
9,389
+16.7%
0.11%
+12.5%
Q3 2021$424,000
-3.0%
8,047
+0.1%
0.10%
-3.0%
Q2 2021$437,000
-1.1%
8,040
-7.8%
0.10%
-6.6%
Q1 2021$442,000
+15.7%
8,724
-2.0%
0.11%
+9.3%
Q4 2020$382,000
+24.8%
8,899
-3.9%
0.10%
+9.0%
Q3 2020$306,000
+4.1%
9,2580.0%0.09%
-1.1%
Q2 2020$294,000
+23.5%
9,258
+0.5%
0.09%
+7.1%
Q1 2020$238,0009,2090.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 455,135$22,069,48114.32%
First Pacific Financial 412,068$19,981,1708.91%
WADDELL & ASSOCIATES, LLC 1,245,374$60,388,1948.83%
Riverpoint Wealth Management Holdings, LLC 498,793$24,186,4837.98%
MOLLER FINANCIAL SERVICES 512,926$24,871,7647.90%
Charles Schwab Investment Advisory, Inc. 92,295,729$4,475,419,9177.06%
Arlington Financial Advisors, LLC 365,491$17,722,6426.28%
Shore Point Advisors, LLC 145,601$7,060,1705.11%
Clarius Group, LLC 1,098,625$53,272,3075.08%
JANICZEK WEALTH MANAGEMENT, LLC 325,841$15,800,0254.16%
View complete list of SCHWAB STRATEGIC TR shareholders