SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,372,284 | -7.0% | 29,782 | +6.8% | 0.45% | +2.5% |
| Q2 2023 | $1,474,834 | +26.6% | 27,880 | +16.5% | 0.44% | +15.0% |
| Q1 2023 | $1,164,947 | -6.3% | 23,936 | -1.5% | 0.38% | -10.8% |
| Q4 2022 | $1,242,743 | +7.2% | 24,291 | -0.6% | 0.43% | -3.2% |
| Q3 2022 | $1,159,000 | +2.5% | 24,444 | -2.2% | 0.44% | -3.5% |
| Q2 2022 | $1,131,000 | -13.7% | 24,986 | -1.1% | 0.46% | -1.5% |
| Q1 2022 | $1,311,000 | -8.2% | 25,276 | -1.6% | 0.46% | -17.9% |
| Q4 2021 | $1,428,000 | -8.2% | 25,683 | -13.1% | 0.56% | -24.9% |
| Q3 2021 | $1,556,000 | -6.8% | 29,542 | -3.8% | 0.75% | -4.8% |
| Q2 2021 | $1,670,000 | +3.0% | 30,695 | -2.8% | 0.79% | -3.2% |
| Q1 2021 | $1,622,000 | -30.2% | 31,571 | -41.7% | 0.82% | -50.5% |
| Q4 2020 | $2,324,000 | – | 54,139 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |