SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 251 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |