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 | $1,371,751 | -19.1% | 28,289 | -15.9% | 0.42% | -12.1% |
| Q2 2023 | $1,696,042 | -58.5% | 33,618 | -65.0% | 0.48% | -64.1% |
| Q3 2022 | $4,084,000 | -4.5% | 96,071 | +1.7% | 1.34% | +0.6% |
| Q2 2022 | $4,275,000 | -17.3% | 94,493 | -2.3% | 1.33% | -4.2% |
| Q1 2022 | $5,171,000 | -8.6% | 96,741 | -4.9% | 1.39% | +45.7% |
| Q4 2021 | $5,656,000 | +6.7% | 101,722 | +1.1% | 0.96% | -8.4% |
| Q3 2021 | $5,299,000 | +19.8% | 100,599 | +15.1% | 1.04% | -0.7% |
| Q1 2021 | $4,425,000 | +14.3% | 87,364 | -3.2% | 1.05% | +5.6% |
| Q4 2020 | $3,873,000 | +50.5% | 90,247 | +15.9% | 0.99% | +32.4% |
| Q3 2020 | $2,573,000 | +22.8% | 77,872 | +17.8% | 0.75% | +49.0% |
| Q2 2020 | $2,096,000 | +81.3% | 66,100 | +47.8% | 0.50% | +27.9% |
| Q1 2020 | $1,156,000 | +3.0% | 44,708 | +60.2% | 0.39% | +24.7% |
| Q4 2019 | $1,122,000 | – | 27,906 | – | 0.32% | – |
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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% |