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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 9,258 | 0.0% | 0.09% | -1.1% |
Q2 2020 | $294,000 | +23.5% | 9,258 | +0.5% | 0.09% | +7.1% |
Q1 2020 | $238,000 | – | 9,209 | – | 0.08% | – |
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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 FINANCIAL SERVICES | 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% |