SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $729,946 | -2.8% | 15,335 | +3.0% | 0.10% | +1.0% |
| Q2 2023 | $751,201 | +4.6% | 14,890 | +0.9% | 0.10% | -7.1% |
| Q1 2023 | $717,980 | +9.3% | 14,752 | +4.9% | 0.11% | +6.7% |
| Q4 2022 | $656,883 | +10.2% | 14,060 | +0.2% | 0.10% | -2.8% |
| Q3 2022 | $596,000 | +11.8% | 14,027 | +19.2% | 0.11% | +17.4% |
| Q2 2022 | $533,000 | -10.9% | 11,769 | +5.2% | 0.09% | +12.2% |
| Q1 2022 | $598,000 | +1.9% | 11,183 | +5.9% | 0.08% | +2.5% |
| Q4 2021 | $587,000 | +9.5% | 10,559 | +3.7% | 0.08% | 0.0% |
| Q3 2021 | $536,000 | -2.4% | 10,183 | +0.8% | 0.08% | -3.6% |
| Q2 2021 | $549,000 | +19.1% | 10,101 | +11.1% | 0.08% | +5.1% |
| Q1 2021 | $461,000 | -6.5% | 9,092 | -20.8% | 0.08% | -18.6% |
| Q4 2020 | $493,000 | +56.0% | 11,479 | +20.1% | 0.10% | +18.3% |
| Q3 2020 | $316,000 | +6.4% | 9,561 | +2.1% | 0.08% | -3.5% |
| Q2 2020 | $297,000 | – | 9,365 | – | 0.08% | – |
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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% |