SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $295,716 | -21.7% | 6,076 | -24.8% | 0.00% | 0.0% |
| Q4 2022 | $377,572 | -6.3% | 8,082 | -14.8% | 0.00% | 0.0% |
| Q3 2022 | $403,000 | +30.4% | 9,489 | +39.0% | 0.00% | 0.0% |
| Q2 2022 | $309,000 | -13.7% | 6,829 | +1.9% | 0.00% | 0.0% |
| Q1 2022 | $358,000 | -29.1% | 6,701 | -26.2% | 0.00% | 0.0% |
| Q4 2021 | $505,000 | +14.0% | 9,076 | +8.0% | 0.00% | 0.0% |
| Q3 2021 | $443,000 | +10.5% | 8,407 | +13.9% | 0.00% | 0.0% |
| Q2 2021 | $401,000 | +12.0% | 7,378 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $358,000 | +27.9% | 7,059 | +8.3% | 0.00% | 0.0% |
| Q4 2020 | $280,000 | -89.8% | 6,518 | -93.8% | 0.00% | -91.3% |
| Q1 2020 | $2,737,000 | -36.4% | 105,806 | -1.1% | 0.02% | -17.9% |
| Q4 2019 | $4,305,000 | +5.7% | 106,988 | -0.8% | 0.03% | 0.0% |
| Q3 2019 | $4,073,000 | +1.1% | 107,867 | +0.9% | 0.03% | +7.7% |
| Q2 2019 | $4,030,000 | -34.8% | 106,918 | -35.6% | 0.03% | -39.5% |
| Q1 2019 | $6,182,000 | +24.5% | 166,002 | +9.8% | 0.04% | +10.3% |
| Q4 2018 | $4,966,000 | -21.0% | 151,231 | -2.1% | 0.04% | -11.4% |
| Q3 2018 | $6,289,000 | +9.2% | 154,453 | +7.1% | 0.04% | +2.3% |
| Q2 2018 | $5,758,000 | -2.2% | 144,265 | -8.8% | 0.04% | -4.4% |
| Q1 2018 | $5,888,000 | -25.3% | 158,106 | -24.0% | 0.04% | -27.4% |
| Q4 2017 | $7,882,000 | +0.6% | 207,971 | -3.7% | 0.06% | -6.1% |
| Q3 2017 | $7,837,000 | +3.1% | 216,025 | -1.2% | 0.07% | -2.9% |
| Q2 2017 | $7,599,000 | +1.6% | 218,678 | +1.4% | 0.07% | -2.9% |
| Q1 2017 | $7,483,000 | +2.6% | 215,594 | +0.8% | 0.07% | -1.4% |
| Q4 2016 | $7,293,000 | +8.5% | 213,863 | -0.9% | 0.07% | +9.2% |
| Q3 2016 | $6,721,000 | +6.2% | 215,818 | -1.1% | 0.06% | +1.6% |
| Q2 2016 | $6,328,000 | +1.2% | 218,210 | +0.1% | 0.06% | -7.2% |
| Q1 2016 | $6,256,000 | +4.6% | 217,989 | +1.9% | 0.07% | 0.0% |
| Q4 2015 | $5,982,000 | +11.2% | 213,874 | +8.2% | 0.07% | +6.2% |
| Q3 2015 | $5,380,000 | +22.2% | 197,720 | +36.3% | 0.06% | +27.5% |
| Q2 2015 | $4,404,000 | – | 145,019 | – | 0.05% | – |
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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% |