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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $541,072 | +7.1% | 11,158 | +11.5% | 0.41% | +7.6% |
Q2 2023 | $504,967 | +25.9% | 10,009 | +21.4% | 0.38% | +17.2% |
Q1 2023 | $401,237 | +54.1% | 8,244 | +47.9% | 0.33% | +43.6% |
Q4 2022 | $260,399 | +7.2% | 5,574 | -2.5% | 0.23% | -0.9% |
Q3 2022 | $243,000 | +523.1% | 5,719 | +562.7% | 0.23% | +536.1% |
Q2 2022 | $39,000 | -23.5% | 863 | -10.2% | 0.04% | -10.0% |
Q1 2022 | $51,000 | -76.1% | 961 | -74.9% | 0.04% | -76.9% |
Q4 2021 | $213,000 | – | 3,826 | – | 0.17% | – |
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% |