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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $23,167 | +1.0% | 476 | -3.1% | 0.00% | 0.0% |
| Q4 2022 | $22,940 | -45.4% | 491 | -35.9% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +23.5% | 766 | -3.9% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | +30.8% | 797 | +1.9% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | -36.6% | 782 | -50.9% | 0.00% | -66.7% |
| Q1 2020 | $41,000 | -68.9% | 1,592 | -51.4% | 0.00% | -57.1% |
| Q4 2019 | $132,000 | +43.5% | 3,274 | +34.7% | 0.01% | +16.7% |
| Q3 2019 | $92,000 | 0.0% | 2,430 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $92,000 | -4.2% | 2,430 | -5.4% | 0.01% | -14.3% |
| Q1 2019 | $96,000 | +700.0% | 2,570 | +604.1% | 0.01% | +600.0% |
| Q4 2018 | $12,000 | -20.0% | 365 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | -87.4% | 365 | -88.6% | 0.00% | -90.0% |
| Q1 2018 | $119,000 | +60.8% | 3,200 | +64.4% | 0.01% | +66.7% |
| Q4 2017 | $74,000 | +39.6% | 1,947 | +32.6% | 0.01% | 0.0% |
| Q3 2017 | $53,000 | +783.3% | 1,468 | +806.2% | 0.01% | +500.0% |
| Q2 2017 | $6,000 | – | 162 | +1925.0% | 0.00% | – |
| Q1 2016 | $0 | – | 8 | – | 0.00% | – |
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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% |