SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,227 | -3.7% | 5,412 | 0.0% | 0.03% | -12.1% |
| Q1 2024 | $308,646 | +5.0% | 5,412 | +1.9% | 0.03% | -8.3% |
| Q4 2023 | $293,964 | +14.1% | 5,311 | 0.0% | 0.04% | +2.9% |
| Q3 2023 | $257,530 | -3.9% | 5,311 | 0.0% | 0.04% | +6.1% |
| Q2 2023 | $267,940 | +3.7% | 5,311 | 0.0% | 0.03% | -8.3% |
| Q1 2023 | $258,486 | +4.2% | 5,311 | 0.0% | 0.04% | -7.7% |
| Q4 2022 | $248,130 | +10.8% | 5,311 | +0.9% | 0.04% | +14.7% |
| Q3 2022 | $224,000 | -5.9% | 5,266 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $238,000 | -15.6% | 5,266 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $282,000 | -3.8% | 5,266 | 0.0% | 0.03% | -3.0% |
| Q4 2021 | $293,000 | +5.8% | 5,266 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $277,000 | -3.1% | 5,266 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $286,000 | +7.1% | 5,266 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $267,000 | +18.1% | 5,266 | 0.0% | 0.04% | +9.4% |
| Q4 2020 | $226,000 | +3.2% | 5,266 | -3.1% | 0.03% | +6.7% |
| Q4 2019 | $219,000 | – | 5,436 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |