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 | $766,308 | +13.5% | 15,803 | +18.0% | 0.00% | – |
| Q2 2023 | $675,395 | -44.9% | 13,387 | -46.9% | 0.00% | – |
| Q1 2023 | $1,226,456 | +159.1% | 25,200 | +148.7% | 0.00% | – |
| Q4 2022 | $473,354 | +39.6% | 10,132 | +27.2% | 0.00% | – |
| Q3 2022 | $339,000 | +21.1% | 7,967 | +28.6% | 0.00% | – |
| Q2 2022 | $280,000 | -22.7% | 6,197 | -8.4% | 0.00% | – |
| Q1 2022 | $362,000 | +6.2% | 6,762 | +10.3% | 0.00% | – |
| Q4 2021 | $341,000 | +30.7% | 6,133 | +23.6% | 0.00% | – |
| Q3 2021 | $261,000 | +12.5% | 4,963 | +16.4% | 0.00% | – |
| Q2 2021 | $232,000 | +11.0% | 4,262 | +3.2% | 0.00% | – |
| Q1 2021 | $209,000 | +51.4% | 4,130 | +28.3% | 0.00% | – |
| Q4 2020 | $138,000 | +1.5% | 3,220 | -21.8% | 0.00% | – |
| Q3 2020 | $136,000 | +369.0% | 4,118 | +346.6% | 0.00% | – |
| Q2 2020 | $29,000 | -63.8% | 922 | -70.3% | 0.00% | – |
| Q1 2020 | $80,000 | -50.9% | 3,103 | -23.2% | 0.00% | – |
| Q4 2019 | $163,000 | +1.2% | 4,042 | -5.3% | 0.00% | – |
| Q3 2019 | $161,000 | +140.3% | 4,266 | +141.0% | 0.00% | – |
| Q2 2019 | $67,000 | +1.5% | 1,770 | -0.6% | 0.00% | – |
| Q1 2019 | $66,000 | +1220.0% | 1,781 | +1064.1% | 0.00% | – |
| Q4 2018 | $5,000 | – | 153 | – | 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% |