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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,013 | +411.5% | 2,145 | +432.3% | 0.00% | – |
| Q2 2023 | $20,333 | +3.7% | 403 | 0.0% | 0.00% | – |
| Q1 2023 | $19,616 | +4.2% | 403 | 0.0% | 0.00% | – |
| Q4 2022 | $18,830 | +370.8% | 403 | +319.8% | 0.00% | – |
| Q3 2022 | $4,000 | -63.6% | 96 | -61.9% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 252 | +16.1% | 0.00% | – |
| Q1 2022 | $12,000 | +9.1% | 217 | +7.4% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 202 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 202 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | +1000.0% | 202 | +1022.2% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 18 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 18 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | -99.4% | 18 | -99.6% | 0.00% | -100.0% |
| Q2 2017 | $170,000 | +0.6% | 4,881 | 0.0% | 0.02% | -6.2% |
| Q1 2017 | $169,000 | – | 4,881 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |