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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,754 | -22.0% | 6,017 | -26.8% | 0.03% | -40.4% |
| Q3 2022 | $374,000 | -7.2% | 8,216 | -8.1% | 0.05% | -17.5% |
| Q2 2022 | $403,000 | -16.0% | 8,941 | -0.5% | 0.06% | -19.7% |
| Q1 2022 | $480,000 | -23.8% | 8,985 | -20.7% | 0.07% | -31.1% |
| Q4 2021 | $630,000 | +3.1% | 11,328 | -2.3% | 0.10% | -6.4% |
| Q3 2021 | $611,000 | -16.0% | 11,596 | -13.3% | 0.11% | -34.5% |
| Q2 2021 | $727,000 | -0.4% | 13,372 | -7.2% | 0.17% | -48.6% |
| Q1 2021 | $730,000 | +12.3% | 14,415 | -4.8% | 0.33% | -41.3% |
| Q4 2020 | $650,000 | +27.7% | 15,143 | -1.7% | 0.56% | +36.5% |
| Q3 2020 | $509,000 | +2.0% | 15,402 | -2.0% | 0.41% | -21.4% |
| Q2 2020 | $499,000 | +0.6% | 15,717 | -18.0% | 0.52% | -36.7% |
| Q1 2020 | $496,000 | -27.5% | 19,174 | +12.8% | 0.82% | +6.9% |
| Q4 2019 | $684,000 | – | 17,005 | – | 0.77% | – |
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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% |