SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,759,000 | -12.6% | 38,879 | -0.0% | 0.13% | +412.0% |
| Q1 2022 | $2,012,000 | -8.8% | 38,895 | -2.0% | 0.02% | -82.9% |
| Q4 2021 | $2,207,000 | +5.9% | 39,688 | +0.3% | 0.15% | +1.4% |
| Q3 2021 | $2,085,000 | -3.7% | 39,569 | -0.6% | 0.14% | -5.3% |
| Q2 2021 | $2,166,000 | +6.6% | 39,814 | -0.7% | 0.15% | -2.6% |
| Q1 2021 | $2,031,000 | +18.0% | 40,099 | -0.0% | 0.16% | +10.6% |
| Q4 2020 | $1,721,000 | +30.0% | 40,109 | +0.1% | 0.14% | +16.5% |
| Q3 2020 | $1,324,000 | +1.8% | 40,053 | -2.3% | 0.12% | +1.7% |
| Q2 2020 | $1,301,000 | +6.0% | 41,000 | -13.5% | 0.12% | -40.5% |
| Q1 2020 | $1,227,000 | -46.9% | 47,423 | -17.3% | 0.20% | -45.9% |
| Q4 2019 | $2,309,000 | +0.1% | 57,374 | -6.0% | 0.37% | +8.5% |
| Q3 2019 | $2,306,000 | -5.5% | 61,060 | -5.7% | 0.34% | -5.3% |
| Q2 2019 | $2,441,000 | -1.6% | 64,766 | -2.8% | 0.36% | +7.1% |
| Q1 2019 | $2,481,000 | +1.4% | 66,625 | -10.6% | 0.34% | -9.4% |
| Q4 2018 | $2,447,000 | -27.6% | 74,514 | -10.3% | 0.37% | +14.9% |
| Q3 2018 | $3,382,000 | -23.8% | 83,050 | -25.3% | 0.32% | -49.1% |
| Q2 2018 | $4,437,000 | +0.1% | 111,164 | -6.6% | 0.64% | +2.3% |
| Q1 2018 | $4,433,000 | -0.4% | 119,037 | +1.4% | 0.62% | -13.0% |
| Q4 2017 | $4,450,000 | -5.8% | 117,411 | -9.8% | 0.71% | +4.8% |
| Q3 2017 | $4,725,000 | -10.8% | 130,229 | -14.5% | 0.68% | -16.0% |
| Q2 2017 | $5,295,000 | -2.6% | 152,377 | -2.7% | 0.81% | -2.5% |
| Q1 2017 | $5,435,000 | +15.0% | 156,587 | +12.9% | 0.83% | +7.6% |
| Q4 2016 | $4,728,000 | +72.4% | 138,657 | +57.4% | 0.77% | +85.8% |
| Q3 2016 | $2,742,000 | – | 88,068 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
| First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
| WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
| Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
| MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
| Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
| Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
| Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
| Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |