SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,382 | -68.3% | 111 | -67.1% | 0.00% | -100.0% |
| Q2 2023 | $16,989 | -79.8% | 337 | -80.5% | 0.00% | -66.7% |
| Q1 2023 | $84,097 | +400361.9% | 1,728 | +278.9% | 0.00% | +200.0% |
| Q4 2022 | $21 | -99.6% | 456 | +250.8% | 0.00% | – |
| Q3 2022 | $6,000 | -93.9% | 130 | -94.1% | 0.00% | -100.0% |
| Q2 2022 | $99,000 | -81.1% | 2,195 | -77.6% | 0.00% | -71.4% |
| Q1 2022 | $524,000 | +359.6% | 9,804 | +380.1% | 0.01% | +366.7% |
| Q4 2021 | $114,000 | +2.7% | 2,042 | -2.9% | 0.00% | 0.0% |
| Q3 2021 | $111,000 | -39.3% | 2,103 | -37.6% | 0.00% | -40.0% |
| Q2 2021 | $183,000 | +422.9% | 3,371 | +388.6% | 0.01% | +400.0% |
| Q1 2021 | $35,000 | – | 690 | – | 0.00% | – |
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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% |