SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |