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 2021 | $805,000 | -4.3% | 14,971 | -3.2% | 0.14% | -5.2% |
| Q2 2021 | $841,000 | -13.3% | 15,471 | -19.2% | 0.15% | -22.7% |
| Q1 2021 | $970,000 | +1.5% | 19,144 | -14.1% | 0.20% | +15.8% |
| Q4 2020 | $956,000 | +8.3% | 22,278 | -16.6% | 0.17% | -1.7% |
| Q3 2020 | $883,000 | +3.4% | 26,722 | -0.8% | 0.17% | +3.6% |
| Q2 2020 | $854,000 | +27.3% | 26,926 | +3.8% | 0.17% | -0.6% |
| Q1 2020 | $671,000 | -22.9% | 25,949 | +20.0% | 0.17% | +13.4% |
| Q4 2019 | $870,000 | +9.8% | 21,617 | +3.1% | 0.15% | -12.4% |
| Q3 2019 | $792,000 | +10.8% | 20,975 | +10.6% | 0.17% | +8.3% |
| Q2 2019 | $715,000 | – | 18,961 | – | 0.16% | – |
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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% |