SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,373 | +95778.4% | 1,740 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $88 | +3.5% | 1,740 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $85 | +66.7% | 1,740 | +59.6% | 0.04% | +57.7% |
| Q4 2022 | $51 | -99.9% | 1,090 | -37.4% | 0.03% | -31.6% |
| Q3 2022 | $74,000 | -6.3% | 1,740 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $79,000 | -15.1% | 1,740 | 0.0% | 0.04% | +5.4% |
| Q1 2022 | $93,000 | -4.1% | 1,740 | 0.0% | 0.04% | +2.8% |
| Q4 2021 | $97,000 | +5.4% | 1,740 | 0.0% | 0.04% | -7.7% |
| Q3 2021 | $92,000 | +2.2% | 1,740 | 0.0% | 0.04% | +5.4% |
| Q2 2021 | $90,000 | +23.3% | 1,740 | +20.8% | 0.04% | +5.7% |
| Q1 2021 | $73,000 | +17.7% | 1,440 | 0.0% | 0.04% | +9.4% |
| Q4 2020 | $62,000 | +5.1% | 1,440 | 0.0% | 0.03% | +3.2% |
| Q3 2020 | $59,000 | +28.3% | 1,440 | 0.0% | 0.03% | +6.9% |
| Q2 2020 | $46,000 | +58.6% | 1,440 | +45.5% | 0.03% | +45.0% |
| Q1 2020 | $29,000 | -27.5% | 990 | 0.0% | 0.02% | -23.1% |
| Q4 2019 | $40,000 | +8.1% | 990 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $37,000 | 0.0% | 990 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $37,000 | 0.0% | 990 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $37,000 | +12.1% | 990 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $33,000 | -8.3% | 990 | 0.0% | 0.03% | +16.0% |
| Q3 2018 | $36,000 | -10.0% | 990 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $40,000 | +8.1% | 990 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $37,000 | -2.6% | 990 | 0.0% | 0.03% | -13.3% |
| Q4 2017 | $38,000 | – | 990 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |