SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 251 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,076,527 | +0.5% | 166,561 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $8,034,924 | +14.4% | 159,265 | +10.3% | 0.00% | 0.0% |
| Q1 2023 | $7,025,543 | +59.5% | 144,351 | +53.1% | 0.00% | 0.0% |
| Q4 2022 | $4,404,649 | +115.9% | 94,278 | +96.5% | 0.00% | – |
| Q3 2022 | $2,040,000 | -8.0% | 47,975 | -2.1% | 0.00% | – |
| Q2 2022 | $2,218,000 | -35.6% | 49,027 | -23.9% | 0.00% | – |
| Q1 2022 | $3,443,000 | -24.1% | 64,402 | -21.1% | 0.00% | – |
| Q4 2021 | $4,538,000 | +4.6% | 81,587 | -1.0% | 0.00% | – |
| Q3 2021 | $4,339,000 | +219.5% | 82,373 | +229.9% | 0.00% | – |
| Q2 2021 | $1,358,000 | +6.5% | 24,966 | -0.9% | 0.00% | – |
| Q1 2021 | $1,275,000 | +0.3% | 25,181 | -15.0% | 0.00% | – |
| Q4 2020 | $1,271,000 | +80.8% | 29,622 | +39.4% | 0.00% | – |
| Q3 2020 | $703,000 | +13.9% | 21,257 | +9.2% | 0.00% | – |
| Q2 2020 | $617,000 | -52.2% | 19,466 | -61.0% | 0.00% | – |
| Q1 2020 | $1,291,000 | -36.7% | 49,863 | -1.7% | 0.00% | – |
| Q4 2019 | $2,041,000 | +4.7% | 50,726 | -1.7% | 0.00% | – |
| Q3 2019 | $1,949,000 | -14.3% | 51,620 | -14.5% | 0.00% | – |
| Q2 2019 | $2,274,000 | +4.3% | 60,347 | +3.0% | 0.00% | – |
| Q1 2019 | $2,181,000 | +17.5% | 58,561 | +3.5% | 0.00% | – |
| Q4 2018 | $1,856,000 | +182.9% | 56,559 | +251.5% | 0.00% | – |
| Q3 2018 | $656,000 | +11.4% | 16,093 | +8.9% | 0.00% | – |
| Q2 2018 | $589,000 | +26.1% | 14,782 | +18.0% | 0.00% | – |
| Q1 2018 | $467,000 | +5.4% | 12,527 | +7.2% | 0.00% | – |
| Q4 2017 | $443,000 | +42.0% | 11,685 | +36.1% | 0.00% | – |
| Q3 2017 | $312,000 | +43.8% | 8,587 | +38.0% | 0.00% | – |
| Q2 2017 | $217,000 | -31.5% | 6,223 | -31.9% | 0.00% | – |
| Q1 2017 | $317,000 | +37.2% | 9,137 | +35.0% | 0.00% | – |
| Q4 2016 | $231,000 | +24.9% | 6,770 | +14.5% | 0.00% | – |
| Q3 2016 | $185,000 | -7.0% | 5,913 | -12.7% | 0.00% | – |
| Q2 2016 | $199,000 | -3.9% | 6,771 | -6.0% | 0.00% | – |
| Q1 2016 | $207,000 | -37.5% | 7,200 | -39.1% | 0.00% | – |
| Q4 2015 | $331,000 | +27.3% | 11,831 | +24.0% | 0.00% | – |
| Q3 2015 | $260,000 | +2066.7% | 9,541 | +2285.2% | 0.00% | – |
| Q2 2015 | $12,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q1 2015 | $12,000 | – | 400 | – | 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% |