SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,096 | +36.6% | 5,735 | +42.1% | 0.00% | +100.0% |
| Q2 2023 | $203,566 | -39.8% | 4,035 | -42.0% | 0.00% | -50.0% |
| Q1 2023 | $338,371 | +19.6% | 6,952 | +4.3% | 0.00% | 0.0% |
| Q3 2022 | $283,000 | +9.3% | 6,666 | +37.6% | 0.00% | 0.0% |
| Q1 2022 | $259,000 | -50.7% | 4,845 | -48.7% | 0.00% | -50.0% |
| Q4 2021 | $525,000 | +15.6% | 9,448 | +9.6% | 0.00% | 0.0% |
| Q3 2021 | $454,000 | +6.1% | 8,623 | +9.7% | 0.00% | 0.0% |
| Q2 2021 | $428,000 | -48.9% | 7,862 | -52.4% | 0.00% | -50.0% |
| Q1 2021 | $837,000 | – | 16,529 | – | 0.01% | – |
Download | ||||||
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% |