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 | $2,321,779 | +3.2% | 47,882 | +7.4% | 0.01% | 0.0% |
| Q2 2023 | $2,249,246 | +4.0% | 44,584 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $2,161,891 | -11.2% | 44,419 | -14.7% | 0.01% | -25.0% |
| Q4 2022 | $2,433,528 | +8.9% | 52,087 | -0.9% | 0.01% | -7.7% |
| Q3 2022 | $2,235,000 | +78.1% | 52,561 | +89.5% | 0.01% | +62.5% |
| Q2 2022 | $1,255,000 | -8.4% | 27,730 | +8.2% | 0.01% | -11.1% |
| Q1 2022 | $1,370,000 | +7.7% | 25,633 | +12.1% | 0.01% | 0.0% |
| Q4 2021 | $1,272,000 | +182.7% | 22,867 | +167.9% | 0.01% | +125.0% |
| Q3 2021 | $450,000 | -3.8% | 8,536 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $468,000 | +31.5% | 8,599 | +22.2% | 0.00% | 0.0% |
| Q1 2021 | $356,000 | +12.3% | 7,036 | -3.2% | 0.00% | 0.0% |
| Q4 2020 | $317,000 | +207.8% | 7,271 | +135.4% | 0.00% | +100.0% |
| Q3 2020 | $103,000 | +1.0% | 3,089 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $102,000 | +684.6% | 3,270 | +858.9% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 341 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 341 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $13,000 | +18.2% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | – | 341 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |