SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 266 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $78 | -17.0% | 1,606 | -13.6% | 0.00% | -100.0% |
Q2 2023 | $94 | +452.9% | 1,859 | +428.1% | 0.00% | – |
Q1 2023 | $17 | -63.8% | 352 | -65.3% | 0.00% | – |
Q4 2022 | $47 | -99.2% | 1,015 | +567.8% | 0.00% | – |
Q3 2022 | $6,000 | -45.5% | 152 | -39.7% | 0.00% | – |
Q2 2022 | $11,000 | +450.0% | 252 | +687.5% | 0.00% | – |
Q1 2022 | $2,000 | -93.9% | 32 | -96.8% | 0.00% | -100.0% |
Q4 2018 | $33,000 | -17.5% | 1,004 | +1.6% | 0.00% | 0.0% |
Q3 2018 | $40,000 | +17.6% | 988 | +16.1% | 0.00% | 0.0% |
Q2 2018 | $34,000 | +750.0% | 851 | +751.0% | 0.00% | – |
Q3 2017 | $4,000 | – | 100 | – | 0.00% | – |
Download |
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% |