SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 227 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,666 | -8.1% | 3,334 | -4.4% | 0.00% | – |
| Q2 2023 | $175,970 | +7.1% | 3,488 | +3.3% | 0.00% | – |
| Q1 2023 | $164,359 | -3.9% | 3,377 | -7.8% | 0.00% | – |
| Q4 2022 | $171,089 | -12.3% | 3,662 | -19.8% | 0.00% | – |
| Q3 2022 | $195,000 | -5.3% | 4,567 | 0.0% | 0.00% | – |
| Q2 2022 | $206,000 | -58.0% | 4,567 | -50.2% | 0.00% | – |
| Q1 2022 | $490,000 | -3.5% | 9,172 | +0.2% | 0.00% | – |
| Q4 2021 | $508,000 | +137.4% | 9,155 | +126.2% | 0.00% | – |
| Q3 2021 | $214,000 | +18.2% | 4,048 | +21.1% | 0.00% | – |
| Q2 2021 | $181,000 | +31.2% | 3,344 | +22.7% | 0.00% | – |
| Q1 2021 | $138,000 | +17.9% | 2,726 | 0.0% | 0.00% | – |
| Q4 2020 | $117,000 | +30.0% | 2,726 | 0.0% | 0.00% | – |
| Q3 2020 | $90,000 | -12.6% | 2,726 | -16.4% | 0.00% | – |
| Q2 2020 | $103,000 | +12.0% | 3,261 | -8.4% | 0.00% | – |
| Q1 2020 | $92,000 | -43.6% | 3,561 | -12.3% | 0.00% | – |
| Q4 2019 | $163,000 | +2.5% | 4,060 | -3.7% | 0.00% | – |
| Q3 2019 | $159,000 | -3.0% | 4,214 | -2.9% | 0.00% | – |
| Q2 2019 | $164,000 | +8.6% | 4,340 | +6.9% | 0.00% | – |
| Q1 2019 | $151,000 | +480.8% | 4,060 | +408.1% | 0.00% | – |
| Q4 2018 | $26,000 | -43.5% | 799 | -28.9% | 0.00% | – |
| Q3 2018 | $46,000 | -9.8% | 1,124 | -12.8% | 0.00% | – |
| Q2 2018 | $51,000 | +112.5% | 1,289 | +97.7% | 0.00% | – |
| Q1 2018 | $24,000 | +26.3% | 652 | +33.1% | 0.00% | – |
| Q4 2017 | $19,000 | +5.6% | 490 | 0.0% | 0.00% | – |
| Q3 2017 | $18,000 | -55.0% | 490 | -66.2% | 0.00% | – |
| Q3 2015 | $40,000 | -9.1% | 1,450 | 0.0% | 0.00% | – |
| Q2 2015 | $44,000 | – | 1,450 | – | 0.00% | – |
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% |