SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,324 | +593.6% | 1,739 | +621.6% | 0.01% | +550.0% |
| Q2 2023 | $12,158 | +12.5% | 241 | +8.6% | 0.00% | -33.3% |
| Q1 2023 | $10,805 | +4.2% | 222 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $10,372 | +15.2% | 222 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | +50.0% | 222 | +65.7% | 0.00% | +33.3% |
| Q2 2022 | $6,000 | +200.0% | 134 | +282.9% | 0.00% | +200.0% |
| Q4 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -75.0% | 35 | -77.1% | 0.00% | -80.0% |
| Q1 2021 | $8,000 | +33.3% | 153 | +13.3% | 0.01% | +25.0% |
| Q4 2020 | $6,000 | +50.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | -20.0% | 135 | -11.2% | 0.00% | -20.0% |
| Q2 2020 | $5,000 | -50.0% | 152 | -61.1% | 0.01% | -37.5% |
| Q1 2020 | $10,000 | -90.3% | 391 | -84.7% | 0.01% | -87.1% |
| Q4 2019 | $103,000 | – | 2,558 | – | 0.06% | – |
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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% |