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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,446,651 | -3.9% | 29,834 | 0.0% | 0.34% | -5.5% |
Q2 2023 | $1,505,125 | +2.6% | 29,834 | -1.0% | 0.36% | -5.0% |
Q1 2023 | $1,466,378 | +4.0% | 30,129 | -0.2% | 0.38% | -4.0% |
Q4 2022 | $1,410,103 | +4.7% | 30,182 | -4.7% | 0.40% | -13.3% |
Q3 2022 | $1,347,000 | -6.1% | 31,683 | 0.0% | 0.46% | -5.6% |
Q2 2022 | $1,434,000 | -17.9% | 31,683 | -3.1% | 0.48% | -16.5% |
Q1 2022 | $1,747,000 | -3.9% | 32,685 | 0.0% | 0.58% | -0.7% |
Q4 2021 | $1,818,000 | +4.5% | 32,685 | -1.0% | 0.58% | -3.9% |
Q3 2021 | $1,739,000 | -16.4% | 33,012 | -13.7% | 0.61% | -16.1% |
Q2 2021 | $2,081,000 | -13.7% | 38,262 | -19.6% | 0.73% | -15.5% |
Q1 2021 | $2,410,000 | +17.7% | 47,573 | -0.3% | 0.86% | +9.3% |
Q4 2020 | $2,048,000 | +28.4% | 47,725 | -1.1% | 0.79% | +8.4% |
Q3 2020 | $1,595,000 | +1.7% | 48,266 | -2.4% | 0.72% | -0.3% |
Q2 2020 | $1,569,000 | +25.5% | 49,451 | +2.3% | 0.73% | +8.5% |
Q1 2020 | $1,250,000 | +380.8% | 48,334 | +648.8% | 0.67% | +472.6% |
Q4 2019 | $260,000 | -76.7% | 6,455 | -78.1% | 0.12% | -78.7% |
Q3 2019 | $1,115,000 | +4.0% | 29,524 | +3.8% | 0.55% | 0.0% |
Q2 2019 | $1,072,000 | +4.3% | 28,440 | +3.0% | 0.55% | +1.3% |
Q1 2019 | $1,028,000 | +18.8% | 27,602 | +4.8% | 0.54% | +0.7% |
Q4 2018 | $865,000 | – | 26,339 | – | 0.54% | – |
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% |