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 2021 | $244,000 | -42.2% | 4,637 | -40.3% | 0.01% | -46.2% |
| Q2 2021 | $422,000 | +7.4% | 7,761 | +0.1% | 0.03% | -13.3% |
| Q1 2021 | $393,000 | +13.3% | 7,751 | -4.2% | 0.03% | +3.4% |
| Q4 2020 | $347,000 | +30.9% | 8,093 | +23.1% | 0.03% | -35.6% |
| Q4 2019 | $265,000 | -15.9% | 6,577 | -21.1% | 0.04% | -26.2% |
| Q3 2019 | $315,000 | -33.1% | 8,335 | -33.3% | 0.06% | -38.4% |
| Q2 2019 | $471,000 | -48.8% | 12,490 | -49.4% | 0.10% | -58.8% |
| Q1 2019 | $920,000 | -75.9% | 24,695 | -78.8% | 0.24% | -81.4% |
| Q4 2018 | $3,824,000 | -54.4% | 116,439 | -43.4% | 1.29% | -58.4% |
| Q3 2018 | $8,382,000 | -25.7% | 205,846 | -27.2% | 3.10% | -36.2% |
| Q2 2018 | $11,283,000 | -18.5% | 282,699 | -23.9% | 4.86% | -29.4% |
| Q1 2018 | $13,839,000 | – | 371,621 | – | 6.88% | – |
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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% |