SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,477 | +7.5% | 5,722 | +11.9% | 0.01% | 0.0% |
| Q2 2023 | $258,066 | +25.3% | 5,115 | +12.3% | 0.01% | -18.8% |
| Q2 2022 | $206,000 | -19.8% | 4,553 | -5.3% | 0.02% | -11.1% |
| Q1 2022 | $257,000 | -0.4% | 4,810 | +3.6% | 0.02% | 0.0% |
| Q4 2021 | $258,000 | +5.7% | 4,641 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $244,000 | +8.0% | 4,634 | +11.3% | 0.02% | 0.0% |
| Q2 2021 | $226,000 | +7.1% | 4,163 | -0.2% | 0.02% | -10.0% |
| Q1 2021 | $211,000 | -80.2% | 4,170 | -84.2% | 0.02% | -86.2% |
| Q4 2019 | $1,065,000 | +12.1% | 26,462 | +5.1% | 0.14% | -1.4% |
| Q3 2019 | $950,000 | -6.7% | 25,169 | -6.9% | 0.15% | -10.4% |
| Q2 2019 | $1,018,000 | – | 27,021 | – | 0.16% | – |
Download | ||||||
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% |