SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,618 | +40.2% | 54 | +45.9% | 0.00% | – |
| Q2 2023 | $1,867 | +3.7% | 37 | 0.0% | 0.00% | – |
| Q1 2023 | $1,801 | +35920.0% | 37 | -86.6% | 0.00% | – |
| Q4 2022 | $5 | -99.8% | 276 | +360.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 60 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -75.0% | 60 | -74.4% | 0.00% | – |
| Q1 2022 | $12,000 | -7.7% | 234 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | -13.3% | 234 | -15.5% | 0.00% | – |
| Q3 2021 | $15,000 | -6.2% | 277 | -5.1% | 0.00% | – |
| Q2 2021 | $16,000 | +6.7% | 292 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | +7.1% | 292 | -9.0% | 0.00% | – |
| Q4 2020 | $14,000 | +40.0% | 321 | +9.9% | 0.00% | – |
| Q3 2020 | $10,000 | -58.3% | 292 | -61.0% | 0.00% | – |
| Q2 2020 | $24,000 | +20.0% | 749 | -1.6% | 0.00% | -100.0% |
| Q1 2020 | $20,000 | -35.5% | 761 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | -6.1% | 761 | -12.0% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | -29.8% | 865 | -30.2% | 0.00% | -50.0% |
| Q2 2019 | $47,000 | -100.0% | 1,240 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $522,414,000 | +128.7% | 14,026,026 | +101.9% | 8.57% | -7.2% |
| Q4 2018 | $228,383,000 | -15.0% | 6,947,417 | +5.3% | 9.24% | -2.8% |
| Q3 2018 | $268,781,000 | +2.9% | 6,599,453 | +0.9% | 9.51% | -8.2% |
| Q2 2018 | $261,144,000 | – | 6,541,551 | +46725264.3% | 10.36% | – |
| Q1 2018 | $0 | -100.0% | 14 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $148,557,000 | – | 3,917,290 | – | 7.00% | – |
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% |