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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,552 | +14.2% | 14,736 | +18.8% | 0.12% | +17.8% |
| Q2 2023 | $625,909 | +2.6% | 12,407 | -1.0% | 0.10% | -6.5% |
| Q1 2023 | $610,081 | +6.6% | 12,535 | +2.3% | 0.11% | -1.8% |
| Q4 2022 | $572,321 | +6.8% | 12,250 | -2.8% | 0.11% | -2.7% |
| Q3 2022 | $536,000 | -5.1% | 12,599 | +0.9% | 0.11% | -5.8% |
| Q2 2022 | $565,000 | -15.2% | 12,485 | +0.2% | 0.12% | -4.0% |
| Q1 2022 | $666,000 | +2.0% | 12,465 | +6.2% | 0.12% | -0.8% |
| Q4 2021 | $653,000 | +8.8% | 11,735 | +3.0% | 0.13% | +2.4% |
| Q3 2021 | $600,000 | -8.7% | 11,392 | -5.7% | 0.12% | -16.9% |
| Q2 2021 | $657,000 | +9.1% | 12,082 | +1.6% | 0.15% | +0.7% |
| Q1 2021 | $602,000 | +19.0% | 11,892 | +0.8% | 0.15% | +14.8% |
| Q4 2020 | $506,000 | +30.1% | 11,800 | +0.2% | 0.13% | -8.6% |
| Q3 2020 | $389,000 | +4.3% | 11,778 | +0.2% | 0.14% | -2.8% |
| Q2 2020 | $373,000 | +23.5% | 11,753 | +1.0% | 0.14% | +2.9% |
| Q1 2020 | $302,000 | -32.4% | 11,642 | +4.9% | 0.14% | -13.6% |
| Q4 2019 | $447,000 | -6.3% | 11,097 | -12.1% | 0.16% | -12.4% |
| Q3 2019 | $477,000 | +1.1% | 12,621 | +0.9% | 0.18% | -1.1% |
| Q2 2019 | $472,000 | -0.4% | 12,512 | -1.6% | 0.19% | -5.1% |
| Q1 2019 | $474,000 | +11.8% | 12,717 | -1.4% | 0.20% | -7.1% |
| Q4 2018 | $424,000 | -2.5% | 12,895 | +21.0% | 0.21% | +10.4% |
| Q3 2018 | $435,000 | -0.9% | 10,658 | -3.1% | 0.19% | -5.4% |
| Q2 2018 | $439,000 | +5.0% | 10,998 | -2.0% | 0.20% | +1.5% |
| Q1 2018 | $418,000 | -7.1% | 11,220 | -5.4% | 0.20% | -11.5% |
| Q4 2017 | $450,000 | +3.0% | 11,860 | -1.4% | 0.23% | -2.2% |
| Q3 2017 | $437,000 | +12.1% | 12,023 | +7.2% | 0.23% | +6.9% |
| Q2 2017 | $390,000 | +35.4% | 11,218 | +35.3% | 0.22% | +30.1% |
| Q1 2017 | $288,000 | +1.8% | 8,292 | 0.0% | 0.17% | -3.5% |
| Q4 2016 | $283,000 | – | 8,292 | – | 0.17% | – |
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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% |