SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,622,922 | +38.6% | 33,469 | +44.2% | 0.00% | 0.0% |
| Q2 2023 | $1,170,860 | +12.4% | 23,208 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $1,042,016 | +6.7% | 21,409 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $976,767 | +89.7% | 20,896 | +72.6% | 0.00% | +100.0% |
| Q3 2022 | $515,000 | -19.4% | 12,109 | -14.3% | 0.00% | 0.0% |
| Q2 2022 | $639,000 | +54.3% | 14,130 | +82.4% | 0.00% | 0.0% |
| Q1 2022 | $414,000 | -26.9% | 7,746 | -24.0% | 0.00% | 0.0% |
| Q4 2021 | $566,000 | -12.7% | 10,187 | -17.3% | 0.00% | 0.0% |
| Q3 2021 | $648,000 | -8.2% | 12,325 | -4.8% | 0.00% | -50.0% |
| Q2 2021 | $706,000 | +20.1% | 12,950 | +11.4% | 0.00% | +100.0% |
| Q1 2021 | $588,000 | +15.7% | 11,621 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $508,000 | +32.3% | 11,854 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $384,000 | +14.3% | 11,645 | +9.8% | 0.00% | 0.0% |
| Q2 2020 | $336,000 | +18.3% | 10,602 | -81.6% | 0.00% | 0.0% |
| Q1 2020 | $284,000 | – | 57,767 | – | 0.00% | – |
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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% |