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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $34,000 | -43.3% | 650 | -39.3% | 0.00% | -42.9% |
Q4 2021 | $60,000 | +66.7% | 1,070 | +57.1% | 0.01% | +40.0% |
Q3 2021 | $36,000 | +2.9% | 681 | +4.8% | 0.01% | +25.0% |
Q2 2021 | $35,000 | +6.1% | 650 | 0.0% | 0.00% | -20.0% |
Q1 2021 | $33,000 | +17.9% | 650 | -1.8% | 0.01% | +25.0% |
Q4 2020 | $28,000 | +27.3% | 662 | 0.0% | 0.00% | +33.3% |
Q3 2020 | $22,000 | +4.8% | 662 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $21,000 | +23.5% | 662 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $17,000 | -37.0% | 662 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $27,000 | +8.0% | 662 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $25,000 | +4.2% | 662 | +1.8% | 0.00% | 0.0% |
Q2 2019 | $24,000 | 0.0% | 650 | 0.0% | 0.00% | -20.0% |
Q1 2019 | $24,000 | – | 650 | – | 0.01% | – |
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% |