SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,515,190 | -4.4% | 113,739 | -0.5% | 0.27% | +0.8% |
| Q2 2023 | $5,767,908 | +5.9% | 114,329 | +2.2% | 0.26% | -6.0% |
| Q1 2023 | $5,445,595 | -4.4% | 111,888 | -8.2% | 0.28% | -7.8% |
| Q4 2022 | $5,695,871 | -3.0% | 121,915 | -11.7% | 0.31% | -13.8% |
| Q3 2022 | $5,874,000 | -4.8% | 138,137 | +1.3% | 0.36% | +1.7% |
| Q2 2022 | $6,171,000 | -10.1% | 136,379 | +6.2% | 0.35% | +1.2% |
| Q1 2022 | $6,866,000 | +7.3% | 128,426 | +11.6% | 0.34% | +11.3% |
| Q4 2021 | $6,398,000 | +25.3% | 115,045 | +22.5% | 0.31% | +12.3% |
| Q2 2021 | $5,107,000 | +13.8% | 93,894 | +6.0% | 0.28% | +3.8% |
| Q1 2021 | $4,489,000 | +24.3% | 88,606 | +5.3% | 0.27% | +8.1% |
| Q4 2020 | $3,610,000 | +15.5% | 84,122 | -11.1% | 0.25% | +48.2% |
| Q3 2020 | $3,126,000 | -1.2% | 94,587 | -5.2% | 0.17% | -39.4% |
| Q2 2020 | $3,164,000 | +292.1% | 99,741 | +219.9% | 0.27% | +90.3% |
| Q1 2020 | $807,000 | +233.5% | 31,178 | +418.4% | 0.14% | +242.9% |
| Q4 2019 | $242,000 | – | 6,014 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |