SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,856 | -1.0% | 4,199 | -4.5% | 0.01% | -7.7% |
| Q1 2023 | $214,023 | -9.0% | 4,397 | -12.6% | 0.01% | -13.3% |
| Q4 2022 | $235,110 | +5.0% | 5,032 | -4.7% | 0.02% | 0.0% |
| Q3 2022 | $224,000 | 0.0% | 5,278 | +6.6% | 0.02% | 0.0% |
| Q2 2022 | $224,000 | -25.3% | 4,951 | -11.9% | 0.02% | -16.7% |
| Q1 2022 | $300,000 | -6.0% | 5,617 | -2.0% | 0.02% | -5.3% |
| Q4 2021 | $319,000 | +3.9% | 5,729 | -1.6% | 0.02% | -5.0% |
| Q3 2021 | $307,000 | -3.8% | 5,820 | -0.8% | 0.02% | -13.0% |
| Q2 2021 | $319,000 | +1.3% | 5,865 | -5.6% | 0.02% | -20.7% |
| Q1 2021 | $315,000 | +4.7% | 6,216 | -11.3% | 0.03% | -12.1% |
| Q4 2020 | $301,000 | +23.4% | 7,005 | -5.2% | 0.03% | +6.5% |
| Q3 2020 | $244,000 | +4.7% | 7,386 | +0.6% | 0.03% | +14.8% |
| Q2 2020 | $233,000 | +3.6% | 7,343 | +31.2% | 0.03% | -10.0% |
| Q4 2019 | $225,000 | – | 5,595 | – | 0.03% | – |
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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% |