SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,710 | -3.9% | 2,510 | 0.0% | 0.00% | – |
| Q2 2023 | $126,630 | -5.7% | 2,510 | -9.1% | 0.00% | – |
| Q1 2023 | $134,329 | +4.2% | 2,760 | 0.0% | 0.00% | – |
| Q4 2022 | $128,948 | +9.3% | 2,760 | -0.4% | 0.00% | – |
| Q3 2022 | $118,000 | -16.3% | 2,772 | -11.2% | 0.00% | – |
| Q2 2022 | $141,000 | +1.4% | 3,120 | +20.3% | 0.00% | – |
| Q1 2022 | $139,000 | -7.3% | 2,594 | -3.7% | 0.00% | – |
| Q4 2021 | $150,000 | -2.0% | 2,694 | -7.2% | 0.00% | – |
| Q3 2021 | $153,000 | +4.1% | 2,903 | +7.8% | 0.00% | – |
| Q2 2021 | $147,000 | +7.3% | 2,694 | -0.4% | 0.00% | – |
| Q1 2021 | $137,000 | +18.1% | 2,706 | +0.4% | 0.00% | – |
| Q4 2020 | $116,000 | +3766.7% | 2,694 | +2594.0% | 0.00% | – |
| Q3 2020 | $3,000 | -88.5% | 100 | -87.9% | 0.00% | – |
| Q2 2020 | $26,000 | -35.0% | 829 | -46.0% | 0.00% | – |
| Q1 2020 | $40,000 | -34.4% | 1,535 | 0.0% | 0.00% | – |
| Q4 2019 | $61,000 | +7.0% | 1,535 | +1.5% | 0.00% | – |
| Q3 2019 | $57,000 | +14.0% | 1,513 | +14.1% | 0.00% | – |
| Q2 2019 | $50,000 | +47.1% | 1,326 | +43.2% | 0.00% | – |
| Q1 2019 | $34,000 | -29.2% | 926 | -21.5% | 0.00% | – |
| Q3 2018 | $48,000 | +2.1% | 1,180 | 0.0% | 0.00% | – |
| Q2 2018 | $47,000 | -24.2% | 1,180 | -29.8% | 0.00% | – |
| Q1 2018 | $62,000 | – | 1,682 | +23928.6% | 0.00% | – |
| Q4 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 7 | -99.4% | 0.00% | – |
| Q1 2017 | $44,000 | +2.3% | 1,267 | +0.6% | 0.00% | – |
| Q4 2016 | $43,000 | +10.3% | 1,260 | 0.0% | 0.00% | – |
| Q3 2016 | $39,000 | +5.4% | 1,260 | 0.0% | 0.00% | – |
| Q2 2016 | $37,000 | +2.8% | 1,260 | 0.0% | 0.00% | – |
| Q1 2016 | $36,000 | +2.9% | 1,260 | 0.0% | 0.00% | – |
| Q4 2015 | $35,000 | +2.9% | 1,260 | 0.0% | 0.00% | – |
| Q3 2015 | $34,000 | -10.5% | 1,260 | 0.0% | 0.00% | – |
| Q2 2015 | $38,000 | -2.6% | 1,260 | 0.0% | 0.00% | – |
| Q1 2015 | $39,000 | +2.6% | 1,260 | 0.0% | 0.00% | – |
| Q4 2014 | $38,000 | +8.6% | 1,260 | 0.0% | 0.00% | – |
| Q3 2014 | $35,000 | -5.4% | 1,260 | 0.0% | 0.00% | – |
| Q2 2014 | $37,000 | – | 1,260 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |