SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 266 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $798,367 | -3.6% | 16,465 | +0.3% | 0.18% | -7.6% |
| Q2 2023 | $827,859 | +4.0% | 16,409 | +0.3% | 0.20% | +2.1% |
| Q1 2023 | $795,952 | +4.5% | 16,354 | +0.3% | 0.19% | -3.0% |
| Q4 2022 | $762,031 | +9.0% | 16,311 | -0.7% | 0.20% | -11.9% |
| Q3 2022 | $699,000 | +56.4% | 16,434 | +66.3% | 0.23% | +49.3% |
| Q2 2022 | $447,000 | -15.2% | 9,881 | +0.3% | 0.15% | -2.6% |
| Q1 2022 | $527,000 | -3.8% | 9,853 | +0.1% | 0.16% | -4.9% |
| Q4 2021 | $548,000 | +20.2% | 9,846 | +13.8% | 0.16% | -4.1% |
| Q3 2021 | $456,000 | -1.5% | 8,652 | +1.5% | 0.17% | -5.5% |
| Q2 2021 | $463,000 | +7.4% | 8,520 | +0.2% | 0.18% | -6.7% |
| Q1 2021 | $431,000 | +26.0% | 8,506 | +6.8% | 0.19% | +7.8% |
| Q4 2020 | $342,000 | -4.5% | 7,967 | -26.5% | 0.18% | -22.1% |
| Q3 2020 | $358,000 | -17.7% | 10,844 | -20.9% | 0.23% | -25.2% |
| Q2 2020 | $435,000 | -54.1% | 13,706 | -62.6% | 0.31% | -63.2% |
| Q1 2020 | $948,000 | -36.5% | 36,631 | -1.2% | 0.84% | -8.6% |
| Q4 2019 | $1,493,000 | +7.2% | 37,093 | +0.5% | 0.92% | -0.4% |
| Q3 2019 | $1,393,000 | +0.4% | 36,894 | +0.2% | 0.92% | -2.8% |
| Q2 2019 | $1,388,000 | -0.1% | 36,820 | -1.3% | 0.95% | -3.7% |
| Q1 2019 | $1,389,000 | -2.1% | 37,302 | -13.7% | 0.98% | -9.6% |
| Q4 2018 | $1,419,000 | – | 43,208 | – | 1.09% | – |
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% |