SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,119,343 | +9.4% | 23,084 | +13.8% | 0.19% | +11.6% |
| Q2 2023 | $1,023,328 | +7.5% | 20,284 | +3.7% | 0.17% | +5.5% |
| Q1 2023 | $951,791 | +7.9% | 19,556 | +3.5% | 0.16% | +4.5% |
| Q4 2022 | $882,473 | +10.2% | 18,889 | +0.2% | 0.16% | +2.6% |
| Q3 2022 | $801,000 | +10.3% | 18,849 | +17.5% | 0.15% | +17.7% |
| Q2 2022 | $726,000 | +21.8% | 16,047 | +44.1% | 0.13% | +38.3% |
| Q1 2022 | $596,000 | +2.4% | 11,139 | +6.0% | 0.09% | +5.6% |
| Q4 2021 | $582,000 | +27.9% | 10,506 | +21.6% | 0.09% | +20.3% |
| Q3 2021 | $455,000 | +20.7% | 8,639 | +24.8% | 0.07% | +19.4% |
| Q2 2021 | $377,000 | +52.0% | 6,924 | +41.6% | 0.06% | +44.2% |
| Q1 2021 | $248,000 | +21.0% | 4,889 | +2.1% | 0.04% | +22.9% |
| Q4 2020 | $205,000 | +66.7% | 4,787 | +46.7% | 0.04% | -32.7% |
| Q2 2019 | $123,000 | +29.5% | 3,263 | +27.7% | 0.05% | +20.9% |
| Q1 2019 | $95,000 | – | 2,555 | – | 0.04% | – |
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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% |