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 | $8,215,009 | +1.8% | 169,417 | +5.9% | 1.73% | +5.8% |
| Q2 2023 | $8,067,227 | +7.1% | 159,905 | +3.4% | 1.63% | +0.2% |
| Q1 2023 | $7,529,482 | +16.7% | 154,705 | +12.1% | 1.63% | +10.6% |
| Q4 2022 | $6,449,534 | +37.2% | 138,047 | +24.9% | 1.47% | +27.6% |
| Q3 2022 | $4,700,000 | +22.9% | 110,537 | +30.8% | 1.15% | +24.4% |
| Q2 2022 | $3,824,000 | -13.7% | 84,515 | +1.9% | 0.93% | -0.3% |
| Q1 2022 | $4,432,000 | +10.9% | 82,907 | +15.3% | 0.93% | +16.2% |
| Q4 2021 | $3,997,000 | +18.3% | 71,876 | +12.1% | 0.80% | +8.4% |
| Q3 2021 | $3,379,000 | +4.0% | 64,143 | +7.4% | 0.74% | +3.1% |
| Q2 2021 | $3,249,000 | +43.6% | 59,728 | +33.7% | 0.72% | +29.4% |
| Q1 2021 | $2,263,000 | +64.7% | 44,673 | +39.6% | 0.55% | +52.6% |
| Q4 2020 | $1,374,000 | +95.4% | 32,004 | +50.4% | 0.36% | +72.0% |
| Q3 2020 | $703,000 | +19.2% | 21,282 | +14.4% | 0.21% | +8.8% |
| Q2 2020 | $590,000 | +49.0% | 18,606 | +21.4% | 0.19% | +22.0% |
| Q1 2020 | $396,000 | -81.0% | 15,325 | -70.5% | 0.16% | -73.5% |
| Q4 2019 | $2,087,000 | – | 51,865 | – | 0.60% | – |
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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% |