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 | $1,467,401 | -11.8% | 30,262 | -8.2% | 0.07% | -7.5% |
| Q2 2023 | $1,663,294 | +30.0% | 32,969 | +25.4% | 0.08% | +2.6% |
| Q1 2023 | $1,279,419 | +4.6% | 26,288 | +0.4% | 0.08% | -10.3% |
| Q4 2022 | $1,223,412 | -12.7% | 26,186 | -20.6% | 0.09% | -25.0% |
| Q3 2022 | $1,402,000 | -19.1% | 32,981 | -13.8% | 0.12% | -19.4% |
| Q2 2022 | $1,732,000 | +22.2% | 38,280 | +44.5% | 0.14% | +42.6% |
| Q1 2022 | $1,417,000 | +38.9% | 26,497 | +44.4% | 0.10% | +32.9% |
| Q4 2021 | $1,020,000 | +8.2% | 18,351 | +2.5% | 0.08% | -41.1% |
| Q3 2021 | $943,000 | -21.2% | 17,907 | -18.6% | 0.13% | -39.7% |
| Q2 2021 | $1,197,000 | +25.2% | 22,006 | +16.6% | 0.21% | +15.7% |
| Q1 2021 | $956,000 | +4.6% | 18,870 | -11.4% | 0.18% | -25.4% |
| Q4 2020 | $914,000 | – | 21,293 | – | 0.25% | – |
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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% |