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 | $464,658 | -5.3% | 9,583 | -1.4% | 0.07% | -5.1% |
| Q2 2023 | $490,405 | +5.9% | 9,721 | +2.2% | 0.08% | -1.3% |
| Q1 2023 | $463,145 | -1.1% | 9,516 | -5.0% | 0.08% | -6.0% |
| Q4 2022 | $468,135 | +11.2% | 10,020 | +1.2% | 0.08% | +13.5% |
| Q3 2022 | $421,000 | -13.7% | 9,905 | -8.1% | 0.07% | -16.9% |
| Q2 2022 | $488,000 | -10.1% | 10,779 | -1.2% | 0.09% | -13.6% |
| Q1 2022 | $543,000 | -17.4% | 10,913 | -7.7% | 0.10% | -30.4% |
| Q4 2021 | $657,000 | +14.5% | 11,819 | +8.4% | 0.15% | -3.9% |
| Q3 2021 | $574,000 | – | 10,903 | – | 0.15% | – |
Download | ||||||
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% |