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 | 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% |