SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,108 | -3.6% | 5,509 | +0.3% | 0.04% | 0.0% |
| Q2 2023 | $277,196 | +3.9% | 5,494 | +0.3% | 0.04% | -2.8% |
| Q1 2023 | $266,729 | +0.3% | 5,480 | -3.7% | 0.04% | -5.3% |
| Q4 2022 | $265,955 | +10.4% | 5,693 | +0.4% | 0.04% | +2.7% |
| Q3 2022 | $241,000 | -10.7% | 5,672 | -5.0% | 0.04% | +8.8% |
| Q2 2022 | $270,000 | -15.1% | 5,972 | +0.2% | 0.03% | -8.1% |
| Q1 2022 | $318,000 | +10.4% | 5,958 | +14.9% | 0.04% | +15.6% |
| Q4 2021 | $288,000 | +5.5% | 5,186 | +0.2% | 0.03% | -3.0% |
| Q3 2021 | $273,000 | -4.9% | 5,174 | -1.9% | 0.03% | -5.7% |
| Q2 2021 | $287,000 | +1.8% | 5,276 | -5.2% | 0.04% | -5.4% |
| Q1 2021 | $282,000 | +18.5% | 5,568 | +0.3% | 0.04% | +12.1% |
| Q4 2020 | $238,000 | -4.0% | 5,550 | -26.1% | 0.03% | -17.5% |
| Q3 2020 | $248,000 | -13.3% | 7,509 | -16.6% | 0.04% | -18.4% |
| Q2 2020 | $286,000 | +22.7% | 9,003 | -0.2% | 0.05% | -2.0% |
| Q1 2020 | $233,000 | -31.7% | 9,025 | +6.5% | 0.05% | -12.3% |
| Q4 2019 | $341,000 | -6.6% | 8,473 | -12.4% | 0.06% | -16.2% |
| Q3 2019 | $365,000 | -4.9% | 9,677 | -5.1% | 0.07% | -12.8% |
| Q2 2019 | $384,000 | +1.3% | 10,195 | +0.1% | 0.08% | +20.0% |
| Q1 2019 | $379,000 | +34.4% | 10,185 | +18.5% | 0.06% | +12.1% |
| Q4 2018 | $282,000 | +5.6% | 8,592 | +31.0% | 0.06% | +28.9% |
| Q3 2018 | $267,000 | +169.7% | 6,560 | +165.1% | 0.04% | +150.0% |
| Q2 2018 | $99,000 | +209.4% | 2,475 | +188.5% | 0.02% | +200.0% |
| Q1 2018 | $32,000 | -3.0% | 858 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $33,000 | – | 858 | – | 0.01% | – |
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% |