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 2023 | $2,214 | +14.1% | 40 | 0.0% | 0.00% | – |
| Q3 2023 | $1,940 | -3.9% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $2,018 | +3.6% | 40 | 0.0% | 0.00% | – |
| Q1 2023 | $1,947 | +4.2% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $1,869 | +9.9% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $1,701 | -6.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $1,810 | -15.3% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $2,138 | -3.9% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $2,224 | +5.6% | 40 | 0.0% | 0.00% | – |
| Q3 2021 | $2,107 | -3.2% | 40 | 0.0% | 0.00% | – |
| Q2 2021 | $2,176 | +7.4% | 40 | 0.0% | 0.00% | – |
| Q1 2021 | $2,026 | +18.0% | 40 | 0.0% | 0.00% | – |
| Q4 2020 | $1,717 | +29.9% | 40 | 0.0% | 0.00% | – |
| Q3 2020 | $1,322 | +4.2% | 40 | 0.0% | 0.00% | – |
| Q2 2020 | $1,269 | +22.6% | 40 | 0.0% | 0.00% | – |
| Q1 2020 | $1,035 | -35.7% | 40 | 0.0% | 0.00% | – |
| Q4 2019 | $1,610 | +6.6% | 40 | 0.0% | 0.00% | – |
| Q3 2019 | $1,510 | +0.1% | 40 | 0.0% | 0.00% | – |
| Q2 2019 | $1,508 | +1.2% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $1,490 | -9.3% | 40 | -20.0% | 0.00% | – |
| Q4 2018 | $1,642 | -19.4% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $2,036 | – | 50 | – | 0.00% | – |
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% |