SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $593 | -2.1% | 12,231 | +1.8% | 0.25% | +3.3% |
| Q2 2023 | $606 | +5.0% | 12,018 | +1.4% | 0.24% | 0.0% |
| Q1 2023 | $577 | +3.2% | 11,847 | -1.0% | 0.24% | -2.4% |
| Q4 2022 | $559 | -99.9% | 11,971 | +2.7% | 0.25% | +6.9% |
| Q3 2022 | $496,000 | -3.5% | 11,658 | +12.3% | 0.23% | +11.5% |
| Q2 2022 | $514,000 | -3.4% | 10,383 | +4.4% | 0.21% | +7.2% |
| Q1 2022 | $532,000 | -5.0% | 9,950 | -1.2% | 0.19% | -3.0% |
| Q4 2021 | $560,000 | +2.9% | 10,073 | -2.5% | 0.20% | -1.0% |
| Q3 2021 | $544,000 | -4.9% | 10,332 | -1.8% | 0.20% | -5.2% |
| Q2 2021 | $572,000 | -1.4% | 10,525 | -8.1% | 0.21% | +6.0% |
| Q1 2021 | $580,000 | +25.3% | 11,449 | +6.1% | 0.20% | +11.0% |
| Q4 2020 | $463,000 | +45.1% | 10,790 | +11.7% | 0.18% | +25.7% |
| Q3 2020 | $319,000 | – | 9,663 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |