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 | $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% | – |
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% |