SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,017,787 | +22.0% | 85,997 | +11.1% | 0.08% | +17.6% |
| Q3 2022 | $3,292,000 | -19.8% | 77,423 | -14.6% | 0.07% | -12.8% |
| Q2 2022 | $4,104,000 | -21.3% | 90,699 | -7.0% | 0.08% | -2.5% |
| Q1 2022 | $5,214,000 | -18.0% | 97,523 | -14.7% | 0.08% | -13.0% |
| Q4 2021 | $6,359,000 | -1.6% | 114,355 | -6.8% | 0.09% | -9.8% |
| Q3 2021 | $6,460,000 | -85.9% | 122,636 | -85.5% | 0.10% | -83.2% |
| Q2 2021 | $45,927,000 | +3.4% | 844,409 | -3.7% | 0.61% | -8.8% |
| Q1 2021 | $44,424,000 | +9.3% | 876,896 | -7.4% | 0.67% | +6.2% |
| Q4 2020 | $40,650,000 | +185.0% | 947,103 | +119.4% | 0.63% | +157.4% |
| Q3 2020 | $14,265,000 | +5.4% | 431,631 | +1.2% | 0.24% | -56.9% |
| Q2 2020 | $13,531,000 | +106.1% | 426,563 | +68.1% | 0.57% | +88.7% |
| Q1 2020 | $6,564,000 | -20.0% | 253,714 | +24.5% | 0.30% | +9.5% |
| Q4 2019 | $8,201,000 | +8.6% | 203,798 | +1.9% | 0.27% | +5.0% |
| Q3 2019 | $7,550,000 | +8.6% | 199,951 | +8.4% | 0.26% | +19.7% |
| Q2 2019 | $6,954,000 | -79.9% | 184,505 | -80.2% | 0.22% | -80.3% |
| Q1 2019 | $34,645,000 | +447.5% | 930,316 | +382.8% | 1.11% | +400.9% |
| Q4 2018 | $6,328,000 | -81.8% | 192,700 | -77.4% | 0.22% | -79.5% |
| Q3 2018 | $34,687,000 | +562.9% | 851,852 | +549.7% | 1.08% | +544.9% |
| Q2 2018 | $5,233,000 | +40.5% | 131,124 | +31.1% | 0.17% | +39.2% |
| Q1 2018 | $3,724,000 | -1.7% | 100,000 | -0.0% | 0.12% | -4.8% |
| Q4 2017 | $3,790,000 | – | 100,011 | – | 0.13% | – |
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% |