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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $626,589 | -8.6% | 13,326 | -1.9% | 0.07% | 0.0% |
| Q2 2023 | $685,464 | +3.7% | 13,587 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $661,279 | +4.2% | 13,587 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $634,785 | +15.0% | 13,587 | +4.7% | 0.07% | +4.7% |
| Q3 2022 | $552,000 | -19.4% | 12,983 | -14.2% | 0.06% | -13.5% |
| Q2 2022 | $685,000 | +21.0% | 15,130 | +43.0% | 0.07% | +48.0% |
| Q1 2022 | $566,000 | -3.9% | 10,584 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $589,000 | +5.9% | 10,584 | +605.6% | 0.05% | -1.9% |
| Q3 2021 | $556,000 | +2.4% | 1,500 | -85.0% | 0.05% | 0.0% |
| Q2 2021 | $543,000 | +1.7% | 9,978 | -5.3% | 0.05% | -7.1% |
| Q1 2021 | $534,000 | +24.8% | 10,535 | +5.6% | 0.06% | +12.0% |
| Q4 2020 | $428,000 | +33.3% | 9,978 | +2.7% | 0.05% | +11.1% |
| Q3 2020 | $321,000 | +4.2% | 9,717 | 0.0% | 0.04% | -8.2% |
| Q2 2020 | $308,000 | +22.7% | 9,717 | 0.0% | 0.05% | +4.3% |
| Q1 2020 | $251,000 | -35.8% | 9,717 | 0.0% | 0.05% | -14.5% |
| Q4 2019 | $391,000 | +6.5% | 9,717 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $367,000 | +0.3% | 9,717 | 0.0% | 0.06% | +1.8% |
| Q2 2019 | $366,000 | +1.1% | 9,717 | 0.0% | 0.06% | -3.5% |
| Q1 2019 | $362,000 | +13.5% | 9,717 | 0.0% | 0.06% | -3.4% |
| Q4 2018 | $319,000 | -19.4% | 9,717 | 0.0% | 0.06% | -6.3% |
| Q3 2018 | $396,000 | +2.1% | 9,717 | 0.0% | 0.06% | -1.6% |
| Q2 2018 | $388,000 | – | 9,717 | – | 0.06% | – |
Download | ||||||
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% |