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 | $5,649,313 | -45.0% | 116,505 | -42.8% | 0.07% | -37.6% |
| Q2 2023 | $10,272,629 | +88.0% | 203,620 | +81.4% | 0.11% | +62.7% |
| Q1 2023 | $5,464,383 | +459.7% | 112,274 | +437.3% | 0.07% | +97.1% |
| Q4 2022 | $976,308 | +103.8% | 20,897 | +85.5% | 0.03% | +78.9% |
| Q3 2022 | $479,000 | +24.1% | 11,268 | +32.1% | 0.02% | +26.7% |
| Q2 2022 | $386,000 | -24.3% | 8,528 | -10.6% | 0.02% | -16.7% |
| Q1 2022 | $510,000 | -26.6% | 9,537 | -23.7% | 0.02% | -21.7% |
| Q4 2021 | $695,000 | +13.7% | 12,496 | +7.8% | 0.02% | +4.5% |
| Q3 2021 | $611,000 | -20.5% | 11,591 | -18.0% | 0.02% | -26.7% |
| Q2 2021 | $769,000 | +35.6% | 14,141 | +26.2% | 0.03% | +20.0% |
| Q1 2021 | $567,000 | +2.7% | 11,202 | -12.9% | 0.02% | -3.8% |
| Q4 2020 | $552,000 | +79.2% | 12,859 | +37.9% | 0.03% | +62.5% |
| Q3 2020 | $308,000 | -11.5% | 9,325 | -14.9% | 0.02% | -15.8% |
| Q2 2020 | $348,000 | +1413.0% | 10,963 | +1110.0% | 0.02% | +850.0% |
| Q1 2020 | $23,000 | -88.4% | 906 | -81.7% | 0.00% | -87.5% |
| Q4 2019 | $199,000 | – | 4,941 | – | 0.02% | – |
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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% |