SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 301 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58,655 | -3.7% | 1,068 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $60,908 | +91.7% | 1,068 | +86.1% | 0.00% | – |
| Q4 2023 | $31,771 | +14.1% | 574 | 0.0% | 0.00% | – |
| Q3 2023 | $27,833 | -3.9% | 574 | 0.0% | 0.00% | – |
| Q2 2023 | $28,958 | +3.7% | 574 | 0.0% | 0.00% | – |
| Q1 2023 | $27,937 | +4.2% | 574 | 0.0% | 0.00% | – |
| Q4 2022 | $26,817 | +57.7% | 574 | +43.5% | 0.00% | – |
| Q3 2022 | $17,000 | -48.5% | 400 | -44.7% | 0.00% | -100.0% |
| Q2 2022 | $33,000 | +57.1% | 723 | +83.0% | 0.00% | – |
| Q1 2022 | $21,000 | +5.0% | 395 | +9.1% | 0.00% | – |
| Q4 2021 | $20,000 | +5.3% | 362 | 0.0% | 0.00% | – |
| Q3 2021 | $19,000 | 0.0% | 362 | +4.0% | 0.00% | – |
| Q2 2021 | $19,000 | -99.9% | 348 | -50.0% | 0.00% | – |
| Q1 2021 | $35,260,000 | +271130.8% | 696 | +133.6% | 0.00% | – |
| Q4 2020 | $13,000 | +30.0% | 298 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | +66.7% | 298 | +67.4% | 0.00% | – |
| Q2 2020 | $6,000 | 0.0% | 178 | -28.5% | 0.00% | – |
| Q1 2020 | $6,000 | -40.0% | 249 | -5.3% | 0.00% | – |
| Q4 2019 | $10,000 | +11.1% | 263 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 263 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -94.7% | 263 | -93.7% | 0.00% | -100.0% |
| Q3 2018 | $169,000 | +1590.0% | 4,159 | +1570.3% | 0.01% | +700.0% |
| Q2 2018 | $10,000 | +11.1% | 249 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | +12.5% | 249 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | +33.3% | 249 | +39.9% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | – | 178 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 314,534 | $13,374,000 | 11.02% |
| WADDELL & ASSOCIATES, LLC | 1,177,940 | $50,086,000 | 9.69% |
| First Pacific Financial | 382,321 | $16,256,000 | 9.34% |
| Riverpoint Wealth Management Holdings, LLC | 474,157 | $20,161,000 | 8.58% |
| MOLLER WEALTH PARTNERS | 464,305 | $19,742,000 | 7.11% |
| Charles Schwab Investment Advisory, Inc. | 86,399,960 | $3,673,726,000 | 6.72% |
| Arlington Financial Advisors, LLC | 311,016 | $13,224,000 | 6.72% |
| Shore Point Advisors, LLC | 130,323 | $5,541,000 | 5.41% |
| Clarius Group, LLC | 1,063,903 | $45,237,000 | 4.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 232,322 | $10,152,000 | 3.31% |