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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215 | +35.2% | 4,447 | +30.6% | 0.00% | 0.0% |
| Q4 2022 | $159 | -99.8% | 3,406 | +74.5% | 0.00% | – |
| Q3 2022 | $82,000 | +6.5% | 1,952 | +12.2% | 0.00% | – |
| Q2 2022 | $77,000 | -78.8% | 1,740 | -74.4% | 0.00% | -100.0% |
| Q1 2022 | $363,000 | +81.5% | 6,807 | +88.7% | 0.00% | +100.0% |
| Q4 2021 | $200,000 | +15.6% | 3,607 | +9.3% | 0.00% | 0.0% |
| Q3 2021 | $173,000 | +6.1% | 3,301 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $163,000 | +7.9% | 3,012 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $151,000 | +319.4% | 3,008 | +250.6% | 0.00% | – |
| Q4 2020 | $36,000 | +28.6% | 858 | 0.0% | 0.00% | – |
| Q3 2020 | $28,000 | +3.7% | 858 | 0.0% | 0.00% | – |
| Q2 2020 | $27,000 | +22.7% | 858 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -37.1% | 858 | 0.0% | 0.00% | – |
| Q4 2019 | $35,000 | +9.4% | 858 | 0.0% | 0.00% | – |
| Q3 2019 | $32,000 | 0.0% | 858 | 0.0% | 0.00% | – |
| Q2 2019 | $32,000 | – | 858 | – | 0.00% | – |
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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% |