American Portfolios Advisors - SCHWAB STRATEGIC TR ownership

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
American Portfolios Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$44,901
-6.0%
1,0560.0%0.00%0.0%
Q2 2022$47,784
-15.7%
1,056
-0.4%
0.00%0.0%
Q1 2022$56,668
-3.9%
1,0600.0%0.00%0.0%
Q4 2021$58,947
+6.0%
1,060
+0.4%
0.00%0.0%
Q3 2021$55,630
-3.1%
1,0560.0%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%
1,4940.0%0.00%0.0%
Q1 2020$38,650
-4.5%
1,494
+48.5%
0.00%0.0%
Q4 2019$40,481
+6.6%
1,0060.0%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%
1750.0%0.00%0.0%
Q3 2018$7,126
+2.0%
1750.0%0.00%0.0%
Q2 2018$6,984
+7.2%
1750.0%0.00%0.0%
Q1 2018$6,517
-1.7%
1750.0%0.00%0.0%
Q4 2017$6,6331750.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 455,135$22,069,48114.32%
First Pacific Financial 412,068$19,981,1708.91%
WADDELL & ASSOCIATES, LLC 1,245,374$60,388,1948.83%
Riverpoint Wealth Management Holdings, LLC 498,793$24,186,4837.98%
MOLLER WEALTH PARTNERS 512,926$24,871,7647.90%
Charles Schwab Investment Advisory, Inc. 92,295,729$4,475,419,9177.06%
Arlington Financial Advisors, LLC 365,491$17,722,6426.28%
Shore Point Advisors, LLC 145,601$7,060,1705.11%
Clarius Group, LLC 1,098,625$53,272,3075.08%
JANICZEK WEALTH MANAGEMENT, LLC 325,841$15,800,0254.16%
View complete list of SCHWAB STRATEGIC TR shareholders