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 2022 | $44,901 | -6.0% | 1,056 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $47,784 | -15.7% | 1,056 | -0.4% | 0.00% | 0.0% |
Q1 2022 | $56,668 | -3.9% | 1,060 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $58,947 | +6.0% | 1,060 | +0.4% | 0.00% | 0.0% |
Q3 2021 | $55,630 | -3.1% | 1,056 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $57,436 | +17.0% | 1,056 | +9.0% | 0.00% | 0.0% |
Q1 2021 | $49,090 | +38.0% | 969 | +16.9% | 0.00% | 0.0% |
Q4 2020 | $35,581 | +11.1% | 829 | -14.4% | 0.00% | 0.0% |
Q3 2020 | $32,025 | -32.4% | 969 | -35.1% | 0.00% | -33.3% |
Q2 2020 | $47,390 | +22.6% | 1,494 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $38,650 | -4.5% | 1,494 | +48.5% | 0.00% | 0.0% |
Q4 2019 | $40,481 | +6.6% | 1,006 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $37,987 | -47.3% | 1,006 | -47.4% | 0.00% | -50.0% |
Q2 2019 | $72,139 | +1006.9% | 1,914 | +993.7% | 0.01% | +500.0% |
Q1 2019 | $6,517 | -8.5% | 175 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $7,126 | +2.0% | 175 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,984 | +7.2% | 175 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $6,517 | -1.7% | 175 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $6,633 | – | 175 | – | 0.00% | – |
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% |