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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +5.7% | 3,957 | -1.8% | 0.04% | -10.4% |
| Q3 2021 | $212,000 | -3.6% | 4,028 | -0.4% | 0.05% | -4.0% |
| Q2 2021 | $220,000 | -9.1% | 4,046 | -28.2% | 0.05% | -19.4% |
| Q1 2021 | $242,000 | +0.4% | 5,635 | -26.8% | 0.06% | -3.1% |
| Q2 2020 | $241,000 | +12.1% | 7,701 | -8.2% | 0.06% | -5.9% |
| Q1 2020 | $215,000 | -2.3% | 8,386 | +49.7% | 0.07% | +28.3% |
| Q4 2019 | $220,000 | +5.8% | 5,602 | +0.6% | 0.05% | +3.9% |
| Q3 2019 | $208,000 | -2.8% | 5,567 | -2.1% | 0.05% | -1.9% |
| Q2 2019 | $214,000 | 0.0% | 5,685 | +0.4% | 0.05% | -8.8% |
| Q1 2019 | $214,000 | -34.8% | 5,661 | -34.7% | 0.06% | -41.8% |
| Q3 2018 | $328,000 | +12.7% | 8,667 | +10.8% | 0.10% | +1.0% |
| Q2 2018 | $291,000 | 0.0% | 7,819 | 0.0% | 0.10% | +1.0% |
| Q1 2018 | $291,000 | +16.4% | 7,819 | +18.5% | 0.10% | +11.6% |
| Q4 2017 | $250,000 | – | 6,596 | – | 0.09% | – |
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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% |