SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,672,757 | +17.1% | 137,611 | +11.7% | 0.75% | +9.5% |
Q2 2023 | $5,697,138 | +0.3% | 123,208 | +5.6% | 0.69% | +0.1% |
Q1 2023 | $5,679,205 | +20.7% | 116,688 | +15.9% | 0.69% | +10.8% |
Q4 2022 | $4,704,237 | +50.6% | 100,690 | +37.1% | 0.62% | +17.9% |
Q3 2022 | $3,124,000 | +660.1% | 73,466 | +708.8% | 0.52% | +517.6% |
Q2 2022 | $411,000 | -3.1% | 9,083 | +14.4% | 0.08% | +14.9% |
Q1 2022 | $424,000 | -23.7% | 7,938 | -20.7% | 0.07% | -17.8% |
Q4 2021 | $556,000 | -95.9% | 10,006 | -96.1% | 0.09% | -96.6% |
Q3 2021 | $13,449,000 | -2.1% | 255,299 | +1.1% | 2.64% | -2.2% |
Q2 2021 | $13,733,000 | +7.5% | 252,493 | +1.6% | 2.70% | +2.2% |
Q1 2021 | $12,769,000 | +55.9% | 248,466 | +30.2% | 2.65% | +34.7% |
Q4 2020 | $8,188,000 | +48.4% | 190,767 | +14.3% | 1.96% | +15.9% |
Q3 2020 | $5,518,000 | +15.6% | 166,963 | +11.0% | 1.70% | +6.8% |
Q2 2020 | $4,772,000 | +14.4% | 150,464 | -6.7% | 1.59% | -8.2% |
Q1 2020 | $4,172,000 | -2.6% | 161,282 | +51.5% | 1.73% | +3.7% |
Q4 2019 | $4,285,000 | +58.3% | 106,490 | +45.9% | 1.67% | +32.2% |
Q3 2019 | $2,707,000 | – | 72,979 | – | 1.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |