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 | $4,559 | -25.9% | 94 | -23.0% | 0.00% | 0.0% |
| Q2 2023 | $6,155 | +3.7% | 122 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,938 | -28.2% | 122 | -31.1% | 0.00% | 0.0% |
| Q4 2022 | $8,269 | +3.4% | 177 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | 0.0% | 177 | +18.8% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +60.0% | 149 | +58.5% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | +25.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 94 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 94 | – | 0.00% | – |
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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% |