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 2023 | $4,243,797 | -4.4% | 87,519 | -0.6% | 0.83% | -0.5% |
| Q2 2023 | $4,440,408 | -1.5% | 88,016 | -4.9% | 0.83% | -9.5% |
| Q1 2023 | $4,506,453 | +8.4% | 92,592 | +4.1% | 0.92% | -3.2% |
| Q4 2022 | $4,157,286 | +36.5% | 88,983 | +24.3% | 0.95% | +18.6% |
| Q3 2022 | $3,045,000 | +24.0% | 71,603 | +31.9% | 0.80% | +27.3% |
| Q2 2022 | $2,456,000 | -15.3% | 54,269 | +0.0% | 0.63% | -7.2% |
| Q1 2022 | $2,901,000 | -3.0% | 54,262 | +0.9% | 0.68% | -6.1% |
| Q4 2021 | $2,991,000 | +21.5% | 53,781 | +15.1% | 0.72% | +7.9% |
| Q3 2021 | $2,462,000 | -5.2% | 46,728 | -2.2% | 0.67% | -5.2% |
| Q2 2021 | $2,598,000 | +6.8% | 47,763 | -0.5% | 0.71% | -6.2% |
| Q1 2021 | $2,433,000 | +32.4% | 48,025 | +12.1% | 0.75% | +19.3% |
| Q4 2020 | $1,838,000 | +26.1% | 42,830 | -2.8% | 0.63% | +8.2% |
| Q3 2020 | $1,457,000 | +6.7% | 44,080 | +2.4% | 0.58% | +2.1% |
| Q2 2020 | $1,366,000 | +29.2% | 43,050 | +5.4% | 0.57% | +10.7% |
| Q1 2020 | $1,057,000 | -36.5% | 40,850 | -1.3% | 0.52% | -35.5% |
| Q4 2019 | $1,664,000 | +13.9% | 41,375 | +6.9% | 0.80% | -3.7% |
| Q3 2019 | $1,461,000 | -2.9% | 38,695 | -3.0% | 0.83% | -6.3% |
| Q2 2019 | $1,504,000 | +1.2% | 39,905 | 0.0% | 0.89% | -6.7% |
| Q1 2019 | $1,486,000 | +1.9% | 39,905 | -10.2% | 0.95% | -11.0% |
| Q4 2018 | $1,459,000 | – | 44,435 | – | 1.07% | – |
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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% |