SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,930 | +158.3% | 6,371 | +168.7% | 0.01% | +166.7% |
| Q2 2023 | $119,617 | +2692.8% | 2,371 | +2594.3% | 0.00% | – |
| Q1 2023 | $4,283 | +282.1% | 88 | +266.7% | 0.00% | – |
| Q4 2022 | $1,121 | +12.1% | 24 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -96.7% | 24 | -96.4% | 0.00% | -100.0% |
| Q2 2022 | $30,000 | +36.4% | 664 | +60.4% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 414 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +27.8% | 417 | +22.3% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | +20.0% | 341 | +21.8% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +366.7% | 280 | +337.5% | 0.00% | – |
| Q4 2019 | $3,000 | -84.2% | 64 | -87.2% | 0.00% | -100.0% |
| Q3 2019 | $19,000 | +850.0% | 500 | +681.2% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 64 | +39.1% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 46 | +2.2% | 0.00% | – |
| Q2 2018 | $2,000 | -88.2% | 45 | -92.8% | 0.00% | -100.0% |
| Q4 2015 | $17,000 | +1600.0% | 623 | +2125.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 28 | – | 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% |