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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,529 | +8.5% | 418 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $18,000 | -5.3% | 418 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -13.6% | 418 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 418 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 418 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 418 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +9.5% | 418 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +16.7% | 418 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +28.6% | 418 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | -48.1% | 418 | -50.1% | 0.01% | -54.5% |
| Q2 2020 | $27,000 | +22.7% | 837 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $22,000 | -92.6% | 837 | -88.7% | 0.01% | -96.1% |
| Q4 2019 | $298,000 | – | 7,439 | – | 0.31% | – |
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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% |