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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,326 | -3.9% | 212 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $10,743 | +3.7% | 212 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10,364 | +4.2% | 212 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $9,949 | -99.9% | 212 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $9,054,000 | -6.0% | 212 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $9,636,000 | -15.4% | 212 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $11,385,000 | -3.9% | 212 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $11,842,000 | +5.6% | 212 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $11,218,000 | -3.1% | 212 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $11,582,000 | +7.4% | 212 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $10,788,000 | +18.0% | 212 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $9,140,000 | +35.3% | 212 | -0.5% | 0.00% | 0.0% |
Q2 2020 | $6,755,000 | +22.6% | 213 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,509,000 | -35.7% | 213 | +0.5% | 0.00% | 0.0% |
Q4 2019 | $8,569,000 | +6.6% | 212 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $8,041,000 | +0.2% | 212 | 0.0% | 0.00% | -33.3% |
Q2 2019 | $8,026,000 | – | 212 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |