SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 266 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $49,189 | +3.7% | 975 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $47,453 | +4.2% | 975 | 0.0% | 0.02% | -13.6% |
| Q4 2022 | $45,552 | -93.4% | 975 | -94.0% | 0.02% | -93.6% |
| Q3 2022 | $692,000 | -4.2% | 16,265 | +1.9% | 0.34% | +4.2% |
| Q2 2022 | $722,000 | -12.8% | 15,963 | +3.1% | 0.33% | -1.5% |
| Q1 2022 | $828,000 | -26.2% | 15,490 | -23.2% | 0.34% | -26.0% |
| Q4 2021 | $1,122,000 | +3.3% | 20,169 | -2.1% | 0.45% | -6.2% |
| Q3 2021 | $1,086,000 | -3.4% | 20,609 | -0.3% | 0.48% | -4.7% |
| Q2 2021 | $1,124,000 | -16.3% | 20,666 | -22.1% | 0.51% | -24.1% |
| Q1 2021 | $1,343,000 | +12.4% | 26,512 | -4.7% | 0.67% | +4.2% |
| Q4 2020 | $1,195,000 | +30.6% | 27,834 | +0.5% | 0.64% | +12.7% |
| Q3 2020 | $915,000 | +2.6% | 27,698 | -1.5% | 0.57% | -5.3% |
| Q2 2020 | $892,000 | -0.6% | 28,108 | -18.9% | 0.60% | -0.8% |
| Q1 2020 | $897,000 | -20.8% | 34,658 | +23.1% | 0.61% | -9.6% |
| Q4 2019 | $1,133,000 | +104.5% | 28,159 | +92.0% | 0.67% | +80.6% |
| Q3 2019 | $554,000 | +66.4% | 14,668 | +65.9% | 0.37% | +72.6% |
| Q2 2019 | $333,000 | +26.6% | 8,839 | +25.4% | 0.22% | +30.3% |
| Q1 2019 | $263,000 | +2530.0% | 7,049 | +2249.7% | 0.16% | +2257.1% |
| Q4 2018 | $10,000 | +400.0% | 300 | +512.2% | 0.01% | +600.0% |
| Q3 2018 | $2,000 | – | 49 | – | 0.00% | – |
Download | ||||||
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% |