SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 227 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $179,000 | -14.4% | 3,539 | -27.2% | 0.01% | -27.3% |
| Q4 2020 | $209,000 | +78.6% | 4,859 | +37.3% | 0.01% | +10.0% |
| Q3 2020 | $117,000 | -12.7% | 3,539 | -16.0% | 0.01% | -16.7% |
| Q2 2020 | $134,000 | +31.4% | 4,215 | +66.5% | 0.01% | +20.0% |
| Q4 2019 | $102,000 | +363.6% | 2,531 | +331.2% | 0.01% | +400.0% |
| Q3 2019 | $22,000 | – | 587 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $14,000 | -6.7% | 382 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | – | 382 | – | 0.00% | – |
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% |