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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $226,000 | +1229.4% | 4,057 | +505.5% | 0.02% | +700.0% |
| Q1 2020 | $17,000 | -99.9% | 670 | -99.9% | 0.00% | -99.9% |
| Q4 2019 | $21,033,000 | +6.0% | 522,678 | -0.5% | 2.44% | -5.5% |
| Q3 2019 | $19,838,000 | +6.2% | 525,378 | +6.0% | 2.58% | +3.4% |
| Q2 2019 | $18,682,000 | +0.7% | 495,671 | -0.5% | 2.50% | -3.6% |
| Q1 2019 | $18,545,000 | +17.4% | 497,973 | +3.5% | 2.59% | +3.4% |
| Q4 2018 | $15,796,000 | -18.0% | 481,006 | +1.7% | 2.50% | -2.5% |
| Q3 2018 | $19,261,000 | +6.4% | 473,013 | +4.3% | 2.57% | -2.0% |
| Q2 2018 | $18,103,000 | +11.6% | 453,603 | +4.1% | 2.62% | +13.6% |
| Q1 2018 | $16,223,000 | +1.6% | 435,626 | +3.4% | 2.31% | +9.9% |
| Q4 2017 | $15,974,000 | +10.3% | 421,471 | +5.6% | 2.10% | -2.6% |
| Q3 2017 | $14,484,000 | +49.4% | 399,228 | +43.1% | 2.16% | +36.8% |
| Q2 2017 | $9,697,000 | +4.2% | 279,047 | +4.1% | 1.58% | -2.6% |
| Q1 2017 | $9,308,000 | +3.5% | 268,160 | +1.7% | 1.62% | +2.3% |
| Q4 2016 | $8,993,000 | +10.0% | 263,726 | +0.5% | 1.58% | +9.2% |
| Q3 2016 | $8,175,000 | +7.7% | 262,526 | +1.5% | 1.45% | -0.2% |
| Q2 2016 | $7,591,000 | +3.4% | 258,626 | +1.1% | 1.45% | -1.0% |
| Q1 2016 | $7,342,000 | +3.5% | 255,831 | +0.9% | 1.47% | +2.1% |
| Q4 2015 | $7,095,000 | +3.5% | 253,671 | +0.7% | 1.44% | +4.9% |
| Q3 2015 | $6,857,000 | -6.4% | 252,016 | +4.4% | 1.37% | +3.3% |
| Q2 2015 | $7,328,000 | +10.7% | 241,281 | +13.1% | 1.33% | +6.3% |
| Q1 2015 | $6,622,000 | +64.6% | 213,396 | +58.3% | 1.25% | +57.0% |
| Q4 2014 | $4,022,000 | – | 134,765 | – | 0.80% | – |
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% |