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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $899 | -57.0% | 17,829 | -58.5% | 0.04% | -54.1% |
| Q1 2023 | $2,091 | -99.7% | 42,969 | +176.2% | 0.08% | +136.1% |
| Q3 2022 | $662,000 | -81.2% | 15,560 | -80.1% | 0.04% | -81.0% |
| Q2 2022 | $3,530,000 | +49.3% | 78,020 | +76.4% | 0.19% | +130.5% |
| Q1 2022 | $2,364,000 | +62.8% | 44,228 | +60.5% | 0.08% | +41.4% |
| Q3 2021 | $1,452,000 | -40.7% | 27,564 | -38.8% | 0.06% | -52.5% |
| Q2 2021 | $2,448,000 | +816.9% | 45,008 | +456.8% | 0.12% | +510.0% |
| Q3 2020 | $267,000 | -65.5% | 8,084 | -66.9% | 0.02% | -67.2% |
| Q2 2020 | $774,000 | – | 24,393 | – | 0.06% | – |
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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% |