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 | $744,459 | -3.8% | 15,353 | +0.0% | 0.38% | +1.1% |
| Q2 2023 | $774,262 | +8.2% | 15,347 | +4.4% | 0.37% | +0.3% |
| Q1 2023 | $715,272 | +117.4% | 14,696 | +108.7% | 0.37% | +124.2% |
| Q4 2022 | $328,948 | +10.0% | 7,041 | +0.1% | 0.16% | -1.8% |
| Q3 2022 | $299,000 | -9.9% | 7,033 | -4.0% | 0.17% | -1.8% |
| Q2 2022 | $332,000 | -12.4% | 7,327 | +3.3% | 0.17% | -7.6% |
| Q1 2022 | $379,000 | -3.8% | 7,091 | +0.0% | 0.18% | -1.6% |
| Q4 2021 | $394,000 | +5.6% | 7,090 | +0.1% | 0.19% | -5.1% |
| Q3 2021 | $373,000 | -3.1% | 7,081 | +0.1% | 0.20% | -7.0% |
| Q2 2021 | $385,000 | +7.5% | 7,077 | +0.1% | 0.21% | -4.1% |
| Q1 2021 | $358,000 | +18.2% | 7,073 | +0.0% | 0.22% | +9.9% |
| Q4 2020 | $303,000 | +28.9% | 7,071 | -0.4% | 0.20% | +5.8% |
| Q3 2020 | $235,000 | +4.0% | 7,099 | -0.3% | 0.19% | +4.9% |
| Q2 2020 | $226,000 | +21.5% | 7,117 | -1.0% | 0.18% | -4.7% |
| Q1 2020 | $186,000 | -35.4% | 7,187 | +0.3% | 0.19% | -17.7% |
| Q4 2019 | $288,000 | – | 7,162 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |