SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,715,684 | +7.3% | 117,873 | +11.7% | 1.20% | +0.4% |
| Q2 2023 | $5,325,560 | -11.9% | 105,561 | -15.0% | 1.20% | -16.8% |
| Q1 2023 | $6,044,726 | -15.9% | 124,198 | -19.2% | 1.44% | -17.4% |
| Q4 2022 | $7,185,800 | +699.3% | 153,805 | +627.0% | 1.74% | +578.2% |
| Q3 2022 | $899,000 | +42.9% | 21,157 | +52.1% | 0.26% | +45.2% |
| Q2 2022 | $629,000 | -8.7% | 13,911 | +7.9% | 0.18% | +4.7% |
| Q1 2022 | $689,000 | -18.8% | 12,895 | -15.6% | 0.17% | -12.9% |
| Q4 2021 | $849,000 | – | 15,279 | – | 0.19% | – |
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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 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% |