SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,973 | -11.7% | 7,321 | -8.1% | 0.02% | -11.8% |
| Q2 2023 | $401,858 | -6.0% | 7,965 | -9.3% | 0.02% | -10.5% |
| Q1 2023 | $427,339 | +4.5% | 8,780 | +0.3% | 0.02% | -5.0% |
| Q4 2022 | $409,013 | +10.2% | 8,755 | +0.3% | 0.02% | -9.1% |
| Q3 2022 | $371,000 | -5.8% | 8,725 | +0.3% | 0.02% | -26.7% |
| Q2 2022 | $394,000 | -28.2% | 8,703 | -15.3% | 0.03% | +7.1% |
| Q1 2022 | $549,000 | -3.9% | 10,279 | +0.1% | 0.03% | 0.0% |
| Q4 2021 | $571,000 | +5.9% | 10,273 | +0.4% | 0.03% | -3.4% |
| Q3 2021 | $539,000 | -22.6% | 10,229 | -20.1% | 0.03% | +3.6% |
| Q2 2021 | $696,000 | -35.8% | 12,796 | -40.2% | 0.03% | -40.4% |
| Q1 2021 | $1,084,000 | +18.1% | 21,399 | +0.1% | 0.05% | +6.8% |
| Q4 2020 | $918,000 | +30.2% | 21,386 | +0.1% | 0.04% | +29.4% |
| Q3 2020 | $705,000 | +2.2% | 21,359 | -1.7% | 0.03% | -8.1% |
| Q2 2020 | $690,000 | -10.4% | 21,721 | -27.0% | 0.04% | -26.0% |
| Q1 2020 | $770,000 | -68.0% | 29,773 | -50.2% | 0.05% | -56.5% |
| Q4 2019 | $2,407,000 | +3.2% | 59,789 | -3.2% | 0.12% | +2.7% |
| Q3 2019 | $2,332,000 | -10.3% | 61,794 | -10.1% | 0.11% | -13.8% |
| Q2 2019 | $2,601,000 | -9.3% | 68,774 | -10.7% | 0.13% | -3.7% |
| Q1 2019 | $2,868,000 | -0.1% | 76,988 | -11.9% | 0.14% | -8.2% |
| Q4 2018 | $2,871,000 | -19.1% | 87,356 | +0.3% | 0.15% | -30.0% |
| Q3 2018 | $3,548,000 | +2.1% | 87,112 | +0.1% | 0.21% | -5.4% |
| Q2 2018 | $3,474,000 | +6.1% | 87,035 | -1.0% | 0.22% | -0.9% |
| Q1 2018 | $3,275,000 | +2.9% | 87,958 | +4.7% | 0.22% | -8.2% |
| Q4 2017 | $3,184,000 | -5.0% | 84,041 | -21.9% | 0.24% | -18.9% |
| Q3 2017 | $3,352,000 | +35.2% | 107,643 | +50.9% | 0.30% | +67.2% |
| Q2 2017 | $2,479,000 | -84.7% | 71,349 | -85.0% | 0.18% | -86.7% |
| Q1 2017 | $16,156,000 | +288.7% | 476,209 | +290.7% | 1.36% | +227.3% |
| Q4 2016 | $4,156,000 | – | 121,879 | – | 0.41% | – |
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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% |