SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,085 | -45.7% | 9,612 | -49.5% | 0.02% | +10.5% |
| Q2 2023 | $858,527 | +130.4% | 19,034 | +103.1% | 0.02% | +18.8% |
| Q1 2023 | $372,630 | +65503.9% | 9,372 | -33.3% | 0.02% | +6.7% |
| Q4 2022 | $568 | -99.9% | 14,057 | -6.3% | 0.02% | -6.2% |
| Q3 2022 | $606,000 | +41.9% | 15,003 | +42.8% | 0.02% | +23.1% |
| Q2 2022 | $427,000 | -48.9% | 10,505 | -49.1% | 0.01% | +30.0% |
| Q1 2022 | $836,000 | +47.4% | 20,650 | +104.4% | 0.01% | -9.1% |
| Q4 2021 | $567,000 | -10.8% | 10,103 | -15.9% | 0.01% | -15.4% |
| Q3 2021 | $636,000 | +21.6% | 12,016 | +25.0% | 0.01% | +18.2% |
| Q2 2021 | $523,000 | +8.3% | 9,610 | +1.0% | 0.01% | +22.2% |
| Q1 2021 | $483,000 | -15.1% | 9,511 | -28.4% | 0.01% | -60.9% |
| Q4 2020 | $569,000 | +51.7% | 13,286 | +17.3% | 0.02% | +4.5% |
| Q3 2020 | $375,000 | +19.8% | 11,327 | +12.9% | 0.02% | -12.0% |
| Q2 2020 | $313,000 | +23.2% | 10,029 | +5.1% | 0.02% | -3.8% |
| Q1 2020 | $254,000 | -38.5% | 9,538 | -7.3% | 0.03% | -16.1% |
| Q4 2019 | $413,000 | -31.4% | 10,286 | -35.4% | 0.03% | -22.5% |
| Q3 2019 | $602,000 | +1724.2% | 15,917 | +1686.4% | 0.04% | +700.0% |
| Q1 2019 | $33,000 | -97.8% | 891 | -98.0% | 0.01% | -94.5% |
| Q4 2018 | $1,487,000 | -56.7% | 45,593 | -46.0% | 0.09% | -35.0% |
| Q3 2018 | $3,438,000 | -0.8% | 84,432 | -2.8% | 0.14% | -4.1% |
| Q2 2018 | $3,465,000 | -1.8% | 86,830 | -6.8% | 0.15% | -8.8% |
| Q1 2018 | $3,529,000 | 0.0% | 93,119 | 0.0% | 0.16% | 0.0% |
| Q4 2017 | $3,529,000 | +7.4% | 93,119 | +2.8% | 0.16% | +23.1% |
| Q3 2017 | $3,285,000 | +11.1% | 90,559 | +6.5% | 0.13% | +4.0% |
| Q2 2017 | $2,956,000 | +18.0% | 85,065 | +17.9% | 0.12% | +14.7% |
| Q1 2017 | $2,505,000 | +38.4% | 72,168 | +36.0% | 0.11% | +25.3% |
| Q4 2016 | $1,810,000 | +16.6% | 53,078 | +6.5% | 0.09% | +7.4% |
| Q3 2016 | $1,552,000 | +10.2% | 49,851 | +3.9% | 0.08% | +2.5% |
| Q2 2016 | $1,408,000 | +4166.7% | 47,960 | +5282.7% | 0.08% | +1480.0% |
| Q1 2016 | $33,000 | -97.2% | 891 | -97.9% | 0.01% | -93.8% |
| Q4 2015 | $1,200,000 | – | 42,909 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |