SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 251 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,606 | -92.9% | 33 | -93.2% | 0.00% | – |
| Q4 2022 | $22,566 | +7.5% | 483 | -1.0% | 0.00% | – |
| Q3 2022 | $21,000 | -4.5% | 488 | -0.6% | 0.00% | – |
| Q2 2022 | $22,000 | -21.4% | 491 | -4.8% | 0.00% | – |
| Q1 2022 | $28,000 | -3.4% | 516 | -1.7% | 0.00% | – |
| Q4 2021 | $29,000 | +3.6% | 525 | -0.9% | 0.00% | – |
| Q3 2021 | $28,000 | -6.7% | 530 | -4.3% | 0.00% | – |
| Q2 2021 | $30,000 | -3.2% | 554 | -9.6% | 0.00% | – |
| Q1 2021 | $31,000 | +82.4% | 613 | +50.6% | 0.00% | – |
| Q4 2020 | $17,000 | +21.4% | 407 | -4.5% | 0.00% | – |
| Q3 2020 | $14,000 | +55.6% | 426 | +53.8% | 0.00% | – |
| Q2 2020 | $9,000 | -25.0% | 277 | -41.8% | 0.00% | – |
| Q1 2020 | $12,000 | -55.6% | 476 | -28.4% | 0.00% | – |
| Q4 2019 | $27,000 | +35.0% | 665 | +25.0% | 0.00% | – |
| Q3 2019 | $20,000 | +17.6% | 532 | +16.7% | 0.00% | – |
| Q2 2019 | $17,000 | +13.3% | 456 | +13.7% | 0.00% | – |
| Q1 2019 | $15,000 | +25.0% | 401 | +6.6% | 0.00% | – |
| Q4 2018 | $12,000 | -58.6% | 376 | -47.7% | 0.00% | – |
| Q3 2018 | $29,000 | +81.2% | 719 | +77.5% | 0.00% | – |
| Q2 2018 | $16,000 | +6.7% | 405 | 0.0% | 0.00% | – |
| Q1 2018 | $15,000 | 0.0% | 405 | 0.0% | 0.00% | – |
| Q4 2017 | $15,000 | -48.3% | 405 | -49.1% | 0.00% | – |
| Q3 2017 | $29,000 | -6.5% | 796 | -11.4% | 0.00% | – |
| Q2 2017 | $31,000 | +1450.0% | 898 | +1448.3% | 0.00% | – |
| Q1 2017 | $2,000 | -33.3% | 58 | -40.8% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 98 | -7.5% | 0.00% | – |
| Q3 2016 | $3,000 | – | 106 | +606.7% | 0.00% | – |
| Q2 2016 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | – | 15 | +66.7% | 0.00% | – |
| Q4 2015 | $0 | – | 9 | – | 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% |