SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,301 | +4.0% | 85 | 0.0% | 0.00% | – |
| Q1 2023 | $4,134 | -47.2% | 85 | -49.4% | 0.00% | -100.0% |
| Q4 2022 | $7,834 | +161.1% | 168 | +136.6% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 71 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | -33.3% | 71 | -37.2% | 0.00% | -100.0% |
| Q4 2021 | $6,000 | -71.4% | 113 | -71.6% | 0.00% | -50.0% |
| Q3 2021 | $21,000 | -12.5% | 398 | -28.9% | 0.00% | -33.3% |
| Q4 2020 | $24,000 | -89.4% | 560 | -92.1% | 0.00% | -92.3% |
| Q2 2020 | $226,000 | +653.3% | 7,121 | +840.7% | 0.04% | +680.0% |
| Q4 2019 | $30,000 | +328.6% | 757 | +330.1% | 0.01% | +400.0% |
| Q2 2019 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 176 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | – | 176 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |