SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $16,000 | 0.0% | 298 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | -64.4% | 298 | -66.8% | 0.00% | -50.0% |
| Q1 2021 | $45,000 | +181.2% | 897 | +147.8% | 0.00% | +300.0% |
| Q4 2020 | $16,000 | -40.7% | 362 | -55.9% | 0.00% | -66.7% |
| Q3 2020 | $27,000 | +800.0% | 820 | +925.0% | 0.00% | – |
| Q2 2020 | $3,000 | – | 80 | +1042.9% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 7 | -95.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | +500.0% | 140 | +460.0% | 0.00% | – |
| Q2 2019 | $1,000 | -80.0% | 25 | -82.8% | 0.00% | -100.0% |
| Q1 2019 | $5,000 | -99.9% | 145 | -39.8% | 0.00% | 0.0% |
| Q4 2017 | $9,116,000 | -2.0% | 241 | -24.0% | 0.00% | -50.0% |
| Q2 2016 | $9,304,000 | – | 317 | – | 0.00% | – |
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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% |