SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,724,061 | +1.0% | 36,902 | -8.1% | 2.31% | -2.9% |
| Q3 2022 | $1,707,000 | -37.1% | 40,153 | -33.0% | 2.38% | -32.0% |
| Q2 2022 | $2,713,000 | -59.5% | 59,965 | -52.1% | 3.50% | +24.6% |
| Q1 2022 | $6,695,000 | -7.3% | 125,227 | -3.6% | 2.81% | +11.6% |
| Q4 2021 | $7,223,000 | +18.8% | 129,881 | +12.5% | 2.52% | +11.7% |
| Q3 2021 | $6,081,000 | +10.7% | 115,436 | +14.3% | 2.25% | +7.1% |
| Q2 2021 | $5,492,000 | +64.9% | 100,966 | +53.6% | 2.10% | +50.5% |
| Q1 2021 | $3,331,000 | +83.7% | 65,746 | +64.3% | 1.40% | +78.4% |
| Q4 2020 | $1,813,000 | +363.7% | 40,016 | +224.4% | 0.78% | +260.8% |
| Q2 2020 | $391,000 | -78.8% | 12,334 | -73.0% | 0.22% | -78.7% |
| Q4 2019 | $1,841,000 | +19.6% | 45,742 | +12.2% | 1.02% | +7.4% |
| Q3 2019 | $1,539,000 | +7.0% | 40,769 | +6.9% | 0.95% | +5.1% |
| Q2 2019 | $1,438,000 | +2.3% | 38,151 | +1.0% | 0.90% | -0.8% |
| Q1 2019 | $1,406,000 | +13.0% | 37,758 | -0.3% | 0.91% | +1.8% |
| Q4 2018 | $1,244,000 | -9.1% | 37,887 | +12.7% | 0.89% | +1.8% |
| Q3 2018 | $1,369,000 | +2.5% | 33,615 | +0.5% | 0.88% | -5.0% |
| Q2 2018 | $1,336,000 | +9.0% | 33,463 | +1.6% | 0.92% | +5.6% |
| Q1 2018 | $1,226,000 | +7.2% | 32,925 | +9.1% | 0.87% | +7.4% |
| Q4 2017 | $1,144,000 | +9.5% | 30,188 | +4.8% | 0.81% | -1.5% |
| Q3 2017 | $1,045,000 | +54.6% | 28,811 | +48.2% | 0.82% | +43.0% |
| Q2 2017 | $676,000 | +13.6% | 19,446 | +13.4% | 0.58% | +11.8% |
| Q1 2017 | $595,000 | +18.1% | 17,150 | +16.0% | 0.52% | +3.8% |
| Q4 2016 | $504,000 | – | 14,784 | – | 0.50% | – |
Download | ||||||
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% |