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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $246,000 | -15.5% | 5,445 | 0.0% | 0.02% | -4.2% |
Q1 2022 | $291,000 | -25.0% | 5,445 | -22.1% | 0.02% | -27.3% |
Q4 2021 | $388,000 | +15.5% | 6,991 | +9.4% | 0.03% | -13.2% |
Q3 2021 | $336,000 | -5.4% | 6,392 | -2.1% | 0.04% | -11.6% |
Q2 2021 | $355,000 | +7.6% | 6,528 | +0.1% | 0.04% | -18.9% |
Q1 2021 | $330,000 | +6.8% | 6,522 | -9.5% | 0.05% | -18.5% |
Q4 2020 | $309,000 | – | 7,204 | – | 0.06% | – |
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% |